ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 61 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $296 | +8.8% | 12,335 | +11.0% | 0.06% | +13.0% |
| Q2 2023 | $272 | +19.8% | 11,117 | +22.2% | 0.05% | +17.4% |
| Q1 2023 | $227 | +2.7% | 9,096 | 0.0% | 0.05% | -2.1% |
| Q4 2022 | $221 | -99.9% | 9,096 | 0.0% | 0.05% | -9.6% |
| Q3 2022 | $216,000 | -4.8% | 9,096 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $227,000 | -5.4% | 9,096 | 0.0% | 0.05% | +13.0% |
| Q1 2022 | $240,000 | -6.6% | 9,096 | 0.0% | 0.05% | -4.2% |
| Q4 2021 | $257,000 | -1.5% | 9,096 | 0.0% | 0.05% | -11.1% |
| Q3 2021 | $261,000 | -0.8% | 9,096 | 0.0% | 0.05% | -8.5% |
| Q2 2021 | $263,000 | +1.9% | 9,096 | 0.0% | 0.06% | -4.8% |
| Q1 2021 | $258,000 | -4.1% | 9,096 | 0.0% | 0.06% | -11.4% |
| Q4 2020 | $269,000 | +1.5% | 9,096 | 0.0% | 0.07% | -10.3% |
| Q3 2020 | $265,000 | +1.1% | 9,096 | 0.0% | 0.08% | -1.3% |
| Q2 2020 | $262,000 | – | 9,096 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 121,708 | $3,038,000 | 2.85% |
| PFG Private Wealth Management, LLC | 196,142 | $4,896,000 | 2.75% |
| Aptus Capital Advisors, LLC | 3,823,959 | $95,446,000 | 2.48% |
| Legacy CG, LLC | 123,491 | $3,082,000 | 2.12% |
| Peloton Wealth Strategists | 161,000 | $4,019,000 | 1.96% |
| Signature Wealth Management Group | 146,735 | $3,663,000 | 1.78% |
| Matthew Goff Investment Advisor, LLC | 263,456 | $6,576,000 | 1.77% |
| SIGMA INVESTMENT COUNSELORS INC | 807,617 | $20,158,000 | 1.64% |
| CAPITAL ADVISORS INC/OK | 1,664,198 | $41,538,000 | 1.25% |
| Bradley & Co. Private Wealth Management, LLC | 44,247 | $1,105,000 | 1.22% |