ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,240,044 | +139.2% | 134,833 | +143.8% | 0.29% | +139.3% |
| Q2 2023 | $1,354,753 | +115.7% | 55,296 | +119.6% | 0.12% | +106.8% |
| Q1 2023 | $628,069 | +12.9% | 25,183 | +9.9% | 0.06% | +3.5% |
| Q4 2022 | $556,431 | +17.4% | 22,908 | +15.0% | 0.06% | +7.5% |
| Q3 2022 | $474,000 | +71.7% | 19,913 | +79.8% | 0.05% | +82.8% |
| Q2 2022 | $276,000 | -5.5% | 11,073 | 0.0% | 0.03% | +7.4% |
| Q1 2022 | $292,000 | -7.9% | 11,073 | 0.0% | 0.03% | -15.6% |
| Q3 2021 | $317,000 | -0.9% | 11,073 | 0.0% | 0.03% | -3.0% |
| Q2 2021 | $320,000 | +1.9% | 11,073 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $314,000 | -4.0% | 11,073 | 0.0% | 0.04% | -10.3% |
| Q4 2020 | $327,000 | +34.6% | 11,073 | +32.8% | 0.04% | +21.9% |
| Q3 2020 | $243,000 | +0.8% | 8,340 | 0.0% | 0.03% | -5.9% |
| Q2 2020 | $241,000 | +10.0% | 8,340 | 0.0% | 0.03% | -8.1% |
| Q1 2020 | $219,000 | -5.2% | 8,340 | 0.0% | 0.04% | +5.7% |
| Q4 2019 | $231,000 | – | 8,340 | – | 0.04% | – |
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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% |