ISHARES TR's ticker is IBDD and the CUSIP is 46432FAZ0. A total of 26 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $164,198 | +0.7% | 6,195 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $163,000 | -6.3% | 6,195 | -6.1% | 0.01% | -8.3% |
| Q2 2022 | $174,000 | -1.1% | 6,595 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $176,000 | +1.1% | 6,595 | +1.5% | 0.01% | 0.0% |
| Q4 2021 | $174,000 | +17.6% | 6,500 | +18.2% | 0.01% | +10.0% |
| Q3 2021 | $148,000 | +7.2% | 5,500 | +7.8% | 0.01% | 0.0% |
| Q2 2021 | $138,000 | -0.7% | 5,100 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $139,000 | -13.7% | 5,100 | -13.6% | 0.01% | -14.3% |
| Q4 2020 | $161,000 | – | 5,900 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ferris Capital, LLC | 84,542 | $2,268,000 | 0.79% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 502,554 | $13,431,000 | 0.22% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 50,336 | $1,351,000 | 0.18% |
| Ellis Investment Partners, LLC | 3,693 | $99,000 | 0.03% |
| J.W. COLE ADVISORS, INC. | 8,320 | $223,000 | 0.03% |
| Anchor Investment Management, LLC | 4,050 | $108,662 | 0.02% |
| Timber Creek Capital Management LLC | 1,100 | $29,000 | 0.02% |
| D.A. DAVIDSON & CO. | 27,300 | $732,000 | 0.01% |
| Retirement Group, LLC | 645 | $17,000 | 0.01% |
| Private Advisor Group, LLC | 20,290 | $544,000 | 0.01% |