ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 73 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,273 | -1.9% | 1,884 | 0.0% | 0.00% | – |
| Q2 2023 | $46,158 | -41.2% | 1,884 | -40.1% | 0.00% | -100.0% |
| Q1 2023 | $78,462 | +2.7% | 3,146 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $76,416 | +154.7% | 3,146 | +149.3% | 0.00% | – |
| Q3 2022 | $30,000 | -3.2% | 1,262 | 0.0% | 0.00% | – |
| Q2 2022 | $31,000 | -6.1% | 1,262 | 0.0% | 0.00% | – |
| Q1 2022 | $33,000 | -8.3% | 1,262 | 0.0% | 0.00% | -100.0% |
| Q4 2021 | $36,000 | 0.0% | 1,262 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $36,000 | 0.0% | 1,262 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $36,000 | 0.0% | 1,262 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $36,000 | -2.7% | 1,262 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $37,000 | – | 1,262 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 377,377 | $9,068,370 | 5.78% |
| PFG Private Wealth Management, LLC | 265,391 | $6,377,352 | 4.74% |
| Gateway Advisory, LLC | 708,259 | $17,019,461 | 3.47% |
| Peloton Wealth Strategists | 226,425 | $5,441 | 2.51% |
| Keeler Thomas Management LLC | 252,991 | $6,219,921 | 2.30% |
| 4Thought Financial Group Inc. | 117,740 | $2,829,287 | 2.28% |
| Platte River Wealth Advisors, LLC | 242,650 | $5,830,880 | 2.13% |
| Klingman & Associates, LLC | 1,037,442 | $24,929,742 | 2.02% |
| Sound View Wealth Advisors Group, LLC | 614,233 | $14,760,021 | 1.84% |
| Aptus Capital Advisors, LLC | 2,536,519 | $60,952,552 | 1.66% |