ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 37 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,008,941 | -73.9% | 44,213 | -75.0% | 0.00% | -100.0% |
| Q3 2023 | $3,867,606 | +284.3% | 176,603 | +293.9% | 0.00% | – |
| Q2 2023 | $1,006,456 | -84.9% | 44,831 | -84.7% | 0.00% | -100.0% |
| Q1 2023 | $6,684,689 | +33.1% | 292,163 | +29.0% | 0.00% | +50.0% |
| Q4 2022 | $5,023,013 | +109.9% | 226,568 | +106.3% | 0.00% | +100.0% |
| Q3 2022 | $2,393,000 | -41.2% | 109,833 | -38.4% | 0.00% | -50.0% |
| Q2 2022 | $4,071,000 | +119.1% | 178,175 | +152.4% | 0.00% | +100.0% |
| Q4 2021 | $1,858,000 | +211.2% | 70,593 | +214.7% | 0.00% | – |
| Q3 2021 | $597,000 | -76.7% | 22,435 | -76.5% | 0.00% | -100.0% |
| Q2 2021 | $2,563,000 | +18.4% | 95,562 | +15.3% | 0.00% | 0.0% |
| Q1 2021 | $2,165,000 | +143.0% | 82,872 | +155.6% | 0.00% | – |
| Q4 2020 | $891,000 | +31.2% | 32,419 | +29.1% | 0.00% | – |
| Q3 2020 | $679,000 | -93.0% | 25,106 | -93.0% | 0.00% | -100.0% |
| Q2 2020 | $9,636,000 | -36.0% | 360,257 | -42.3% | 0.01% | -53.3% |
| Q1 2020 | $15,058,000 | +2762.7% | 624,551 | +2914.2% | 0.02% | +1400.0% |
| Q3 2019 | $526,000 | – | 20,720 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 312,271 | $6,923 | 4.30% |
| 4Thought Financial Group Inc. | 132,108 | $2,929,000 | 2.64% |
| Signature Wealth Management Group | 184,472 | $4,089,737 | 2.00% |
| Klingman & Associates, LLC | 1,021,610 | $22,649,102 | 1.99% |
| Seneca House Advisors | 146,538 | $3,248,748 | 1.80% |
| Aptus Capital Advisors, LLC | 2,464,372 | $54,635,127 | 1.68% |
| Guidance Point Advisors, LLC | 155,452 | $3,446,363 | 1.46% |
| Peloton Wealth Strategists | 124,700 | $2,765 | 1.33% |
| SIGMA INVESTMENT COUNSELORS INC | 660,351 | $14,639,972 | 1.20% |
| Matthew Goff Investment Advisor, LLC | 206,849 | $4,585,839 | 1.20% |