ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 77 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 155,783 | $4,088,000 | 4.40% |
| Signature Wealth Management Group | 76,901 | $2,018,000 | 1.77% |
| Motley Fool Wealth Management, LLC | 514,103 | $13,490,000 | 0.97% |
| Timber Creek Capital Management LLC | 48,765 | $1,279,000 | 0.93% |
| Avestar Capital, LLC | 32,238 | $846,000 | 0.46% |
| BENJAMIN EDWARDS INC | 12,869 | $338,000 | 0.35% |
| Peloton Wealth Strategists | 16,000 | $420,000 | 0.34% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 128,038 | $3,360,000 | 0.29% |
| Wealth Advisory Solutions, LLC | 31,867 | $836,000 | 0.28% |
| HMS Capital Management, LLC | 10,834 | $284,000 | 0.28% |