ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 43 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,771,405 | +3.2% | 273,371 | +3.8% | 4.11% | -0.5% |
| Q1 2024 | $6,558,659 | +0.8% | 263,347 | +1.6% | 4.13% | -5.7% |
| Q4 2023 | $6,504,560 | +2.0% | 259,250 | -2.3% | 4.38% | -7.7% |
| Q3 2023 | $6,377,352 | -18.1% | 265,391 | -16.5% | 4.74% | +3.2% |
| Q2 2023 | $7,786,334 | +4.3% | 317,810 | +6.2% | 4.60% | -3.2% |
| Q1 2023 | $7,465,167 | +106211.1% | 299,325 | +3.5% | 4.75% | +8.9% |
| Q4 2022 | $7,022 | -99.9% | 289,097 | +3.4% | 4.36% | -0.3% |
| Q3 2022 | $6,654,000 | +35.9% | 279,716 | +42.6% | 4.37% | +59.1% |
| Q2 2022 | $4,896,000 | +1.9% | 196,142 | +7.5% | 2.75% | +11.3% |
| Q1 2022 | $4,805,000 | -0.9% | 182,410 | +6.4% | 2.47% | -1.5% |
| Q4 2021 | $4,849,000 | -27.3% | 171,370 | -26.4% | 2.50% | -35.9% |
| Q3 2021 | $6,674,000 | +6.6% | 232,947 | +7.6% | 3.90% | -3.8% |
| Q2 2021 | $6,259,000 | +7.7% | 216,568 | +5.6% | 4.06% | +1.6% |
| Q1 2021 | $5,809,000 | +5.2% | 205,132 | +9.8% | 4.00% | -5.6% |
| Q4 2020 | $5,520,000 | +9.5% | 186,802 | +7.8% | 4.23% | -3.7% |
| Q3 2020 | $5,041,000 | +9.4% | 173,278 | +8.4% | 4.39% | +1.3% |
| Q2 2020 | $4,608,000 | +12.7% | 159,786 | +2.6% | 4.34% | -1.4% |
| Q1 2020 | $4,088,000 | -5.7% | 155,783 | -0.3% | 4.40% | +13.7% |
| Q4 2019 | $4,335,000 | – | 156,228 | – | 3.87% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gratus Wealth Advisors, LLC | 1,077,750 | $26,857,519 | 4.63% |
| PFG Private Wealth Management, LLC | 273,371 | $6,771,405 | 4.11% |
| MONUMENTAL FINANCIAL GROUP INC. | 376,543 | $9,326,970 | 4.07% |
| Paradigm, Strategies in Wealth Management, LLC | 238,070 | $5,896,993 | 3.62% |
| Gateway Advisory, LLC | 830,142 | $20,562,640 | 3.49% |
| Michael S. Ryan, Inc. | 185,553 | $4,596,148 | 3.48% |
| Windsor Capital Management, LLC | 421,715 | $10,445,877 | 3.23% |
| WOODMONT INVESTMENT COUNSEL LLC | 1,368,881 | $33,907,189 | 2.77% |
| Houlihan Financial Resource Group, Ltd. | 163,209 | $4,043 | 2.76% |
| Kathmere Capital Management, LLC | 1,047,679 | $25,951,009 | 2.75% |