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 | $57,167 | -26.6% | 2,379 | -25.2% | 0.00% | 0.0% |
| Q2 2023 | $77,886 | -44.0% | 3,179 | -43.0% | 0.00% | -50.0% |
| Q1 2023 | $139,065 | -17.7% | 5,576 | -19.8% | 0.00% | -33.3% |
| Q4 2022 | $168,961 | +2.4% | 6,956 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $165,000 | -5.2% | 6,956 | -0.3% | 0.00% | 0.0% |
| Q2 2022 | $174,000 | -14.7% | 6,976 | -10.1% | 0.00% | 0.0% |
| Q1 2022 | $204,000 | -7.3% | 7,760 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $220,000 | -0.9% | 7,760 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $222,000 | +37.0% | 7,760 | +38.6% | 0.00% | +33.3% |
| Q2 2021 | $162,000 | -99.9% | 5,600 | +35.4% | 0.00% | +200.0% |
| Q1 2021 | $117,132,000 | +191919.7% | 4,136 | +100.0% | 0.00% | 0.0% |
| Q4 2020 | $61,000 | +1.7% | 2,068 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $60,000 | – | 2,068 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 377,377 | $9,068,370 | 5.78% |
| PFG Private Wealth Management, LLC | 265,391 | $6,377,352 | 4.74% |
| Gateway Advisory, LLC | 708,259 | $17,019,461 | 3.47% |
| Peloton Wealth Strategists | 226,425 | $5,441 | 2.51% |
| Keeler Thomas Management LLC | 252,991 | $6,219,921 | 2.30% |
| 4Thought Financial Group Inc. | 117,740 | $2,829,287 | 2.28% |
| Platte River Wealth Advisors, LLC | 242,650 | $5,830,880 | 2.13% |
| Klingman & Associates, LLC | 1,037,442 | $24,929,742 | 2.02% |
| Sound View Wealth Advisors Group, LLC | 614,233 | $14,760,021 | 1.84% |
| Aptus Capital Advisors, LLC | 2,536,519 | $60,952,552 | 1.66% |