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 | $586,446 | -12.9% | 24,405 | -11.2% | 0.00% | 0.0% |
Q2 2023 | $673,371 | +34.6% | 27,484 | +37.1% | 0.00% | 0.0% |
Q1 2023 | $500,118 | +13.9% | 20,053 | +10.7% | 0.00% | 0.0% |
Q4 2022 | $439,042 | +204.9% | 18,113 | +199.1% | 0.00% | – |
Q3 2022 | $144,000 | -7.7% | 6,055 | -3.6% | 0.00% | – |
Q2 2022 | $156,000 | -21.6% | 6,280 | -16.8% | 0.00% | – |
Q1 2022 | $199,000 | -5.7% | 7,547 | +0.6% | 0.00% | – |
Q4 2021 | $211,000 | -1.4% | 7,501 | +0.1% | 0.00% | – |
Q3 2021 | $214,000 | -24.9% | 7,491 | -24.3% | 0.00% | -100.0% |
Q2 2021 | $285,000 | -3.4% | 9,890 | -4.9% | 0.00% | 0.0% |
Q1 2021 | $295,000 | -29.6% | 10,405 | -26.7% | 0.00% | 0.0% |
Q4 2020 | $419,000 | -18.5% | 14,190 | -19.7% | 0.00% | -50.0% |
Q3 2020 | $514,000 | +32.1% | 17,674 | +31.2% | 0.00% | +100.0% |
Q2 2020 | $389,000 | +64.1% | 13,471 | +49.2% | 0.00% | 0.0% |
Q1 2020 | $237,000 | – | 9,027 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
4Thought Financial Group Inc. | 119,678 | $3,386,000 | 2.74% |
PFG Private Wealth Management, LLC | 171,370 | $4,849,000 | 2.50% |
Legacy CG, LLC | 125,274 | $3,545,000 | 2.13% |
Peloton Wealth Strategists | 154,500 | $4,372,000 | 1.75% |
Matthew Goff Investment Advisor, LLC | 258,267 | $7,308,000 | 1.67% |
SIGMA INVESTMENT COUNSELORS INC | 697,104 | $19,724,000 | 1.38% |
Signature Wealth Management Group | 92,423 | $2,615,000 | 1.32% |
Bradley & Co. Private Wealth Management, LLC | 57,619 | $1,630,000 | 1.31% |
Praetorian Wealth Management, Inc. | 74,096 | $2,096,000 | 0.68% |
Capital Investment Advisors, LLC | 694,706 | $19,657,000 | 0.60% |