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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $1,845,000 | +8.7% | 70,061 | +16.7% | 0.29% | +41.3% |
Q4 2021 | $1,698,000 | -16.1% | 60,015 | -15.1% | 0.21% | -19.7% |
Q3 2021 | $2,024,000 | +26.9% | 70,653 | +28.0% | 0.26% | +21.0% |
Q2 2021 | $1,595,000 | +10.1% | 55,181 | +8.7% | 0.21% | -33.7% |
Q1 2021 | $1,449,000 | +11.1% | 50,787 | +15.0% | 0.32% | -10.8% |
Q4 2020 | $1,304,000 | +6.6% | 44,144 | +5.2% | 0.36% | -10.2% |
Q3 2020 | $1,223,000 | +11.7% | 41,955 | +10.5% | 0.40% | -16.7% |
Q2 2020 | $1,095,000 | +29.4% | 37,953 | +17.7% | 0.48% | +4.8% |
Q1 2020 | $846,000 | – | 32,238 | – | 0.46% | – |
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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% |