ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 65 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,496,866 | +74.9% | 603,282 | +78.3% | 0.01% | +66.7% |
| Q2 2023 | $8,289,502 | -78.7% | 338,347 | -78.3% | 0.00% | -81.2% |
| Q1 2023 | $38,912,710 | +656.1% | 1,560,253 | +636.4% | 0.02% | +700.0% |
| Q4 2022 | $5,146,371 | +2.5% | 211,872 | +0.4% | 0.00% | 0.0% |
| Q3 2022 | $5,022,000 | +331.4% | 211,103 | +413.1% | 0.00% | – |
| Q4 2021 | $1,164,000 | -54.1% | 41,144 | -53.5% | 0.00% | -100.0% |
| Q3 2021 | $2,536,000 | +168.6% | 88,523 | +171.0% | 0.00% | – |
| Q2 2021 | $944,000 | -73.3% | 32,670 | -72.7% | 0.00% | -100.0% |
| Q4 2020 | $3,538,000 | -14.5% | 119,718 | -15.8% | 0.00% | 0.0% |
| Q3 2020 | $4,139,000 | +57.1% | 142,266 | +55.7% | 0.00% | 0.0% |
| Q2 2020 | $2,635,000 | -84.1% | 91,371 | -85.5% | 0.00% | -87.5% |
| Q1 2020 | $16,568,000 | +270.2% | 631,404 | +291.5% | 0.02% | +128.6% |
| Q3 2019 | $4,476,000 | +180.8% | 161,298 | +174.7% | 0.01% | +133.3% |
| Q2 2019 | $1,594,000 | +88.6% | 58,709 | +81.6% | 0.00% | +200.0% |
| Q1 2019 | $845,000 | -8.5% | 32,337 | -11.8% | 0.00% | -50.0% |
| Q3 2018 | $924,000 | – | 36,660 | – | 0.00% | – |
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% |