ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 77 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $241,453 | -0.4% | 10,048 | +1.6% | 0.06% | +3.3% |
Q2 2023 | $242,330 | -33.0% | 9,891 | -31.8% | 0.06% | -33.0% |
Q1 2023 | $361,605 | +105017.7% | 14,499 | +2.4% | 0.09% | +5.8% |
Q4 2022 | $344 | -99.9% | 14,162 | +13.7% | 0.09% | +2.4% |
Q3 2022 | $296,000 | -64.8% | 12,454 | -63.0% | 0.08% | -62.3% |
Q2 2022 | $840,000 | -24.9% | 33,670 | -20.7% | 0.22% | -13.9% |
Q1 2022 | $1,118,000 | +14.2% | 42,462 | +22.7% | 0.26% | +12.6% |
Q4 2021 | $979,000 | +1.6% | 34,602 | +2.8% | 0.23% | -14.8% |
Q3 2021 | $964,000 | +21.7% | 33,657 | +22.8% | 0.27% | +21.6% |
Q2 2021 | $792,000 | +225.9% | 27,398 | +219.8% | 0.22% | +204.1% |
Q1 2021 | $243,000 | – | 8,567 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Paradigm, Strategies in Wealth Management, LLC | 338,563 | $8,294,798 | 5.61% |
PFG Private Wealth Management, LLC | 317,810 | $7,786,334 | 4.60% |
Gateway Advisory, LLC | 699,504 | $17,137,851 | 3.63% |
Keeler Thomas Management LLC | 236,682 | $5,804,073 | 2.34% |
4Thought Financial Group Inc. | 116,867 | $2,863,250 | 2.28% |
Peloton Wealth Strategists | 204,925 | $5,021 | 2.22% |
Signature Wealth Management Group | 193,559 | $4,742,203 | 2.21% |
Aptus Capital Advisors, LLC | 3,644,592 | $89,292,504 | 2.14% |
Platte River Wealth Advisors, LLC | 241,985 | $5,928,633 | 2.08% |
Klingman & Associates, LLC | 1,013,122 | $24,821,495 | 2.00% |