ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 15 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,627,057 | +4.6% | 292,327 | +5.3% | 4.02% | +0.8% |
| Q1 2024 | $6,334,350 | -1.2% | 277,579 | -0.1% | 3.99% | -7.6% |
| Q4 2023 | $6,410,952 | +17.5% | 277,892 | +11.6% | 4.32% | +6.4% |
| Q3 2023 | $5,454,309 | -25.8% | 249,055 | -23.9% | 4.06% | -6.5% |
| Q2 2023 | $7,349,264 | +2.3% | 327,361 | +4.3% | 4.34% | -5.0% |
| Q1 2023 | $7,182,340 | +103646.1% | 313,913 | +0.5% | 4.57% | +6.3% |
| Q4 2022 | $6,923 | -99.9% | 312,271 | +5.3% | 4.30% | +1.2% |
| Q3 2022 | $6,463,000 | +33.5% | 296,600 | +40.0% | 4.24% | +56.4% |
| Q2 2022 | $4,840,000 | +3.0% | 211,838 | +10.5% | 2.72% | +12.5% |
| Q1 2022 | $4,700,000 | -0.4% | 191,769 | +7.0% | 2.41% | -1.0% |
| Q4 2021 | $4,718,000 | -28.0% | 179,225 | -27.2% | 2.44% | -36.4% |
| Q3 2021 | $6,553,000 | +6.6% | 246,203 | +7.4% | 3.83% | -3.8% |
| Q2 2021 | $6,150,000 | +7.8% | 229,317 | +5.0% | 3.99% | +1.6% |
| Q1 2021 | $5,707,000 | +5.6% | 218,396 | +11.1% | 3.93% | -5.2% |
| Q4 2020 | $5,406,000 | +9.7% | 196,651 | +7.9% | 4.14% | -3.6% |
| Q3 2020 | $4,930,000 | +9.8% | 182,274 | +8.6% | 4.30% | +1.6% |
| Q2 2020 | $4,491,000 | +13.6% | 167,905 | +2.4% | 4.23% | -0.7% |
| Q1 2020 | $3,954,000 | -5.3% | 163,983 | +0.3% | 4.26% | +14.2% |
| Q4 2019 | $4,174,000 | – | 163,435 | – | 3.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 312,271 | $6,923 | 4.30% |
| 4Thought Financial Group Inc. | 132,108 | $2,929,000 | 2.64% |
| Signature Wealth Management Group | 184,472 | $4,089,737 | 2.00% |
| Klingman & Associates, LLC | 1,021,610 | $22,649,102 | 1.99% |
| Seneca House Advisors | 146,538 | $3,248,748 | 1.80% |
| Aptus Capital Advisors, LLC | 2,464,372 | $54,635,127 | 1.68% |
| Guidance Point Advisors, LLC | 155,452 | $3,446,363 | 1.46% |
| Peloton Wealth Strategists | 124,700 | $2,765 | 1.33% |
| SIGMA INVESTMENT COUNSELORS INC | 660,351 | $14,639,972 | 1.20% |
| Matthew Goff Investment Advisor, LLC | 206,849 | $4,585,839 | 1.20% |