ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 78 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,441,859 | -10.9% | 137,180 | -14.6% | 0.48% | -8.3% |
| Q3 2023 | $3,861,611 | +1.5% | 160,700 | +3.5% | 0.52% | -4.8% |
| Q2 2023 | $3,803,670 | +5.3% | 155,252 | +7.2% | 0.55% | -4.0% |
| Q1 2023 | $3,612,722 | +5.9% | 144,857 | +3.1% | 0.57% | -5.2% |
| Q4 2022 | $3,411,132 | +45.2% | 140,434 | +42.2% | 0.60% | +1.9% |
| Q3 2022 | $2,350,000 | +55.9% | 98,777 | +63.6% | 0.59% | +38.6% |
| Q2 2022 | $1,507,000 | +13.6% | 60,378 | +19.8% | 0.42% | +28.4% |
| Q1 2022 | $1,327,000 | -17.1% | 50,385 | -11.0% | 0.33% | -20.6% |
| Q4 2021 | $1,601,000 | +12.0% | 56,591 | +13.4% | 0.42% | -10.7% |
| Q3 2021 | $1,429,000 | +2.7% | 49,887 | +3.6% | 0.47% | +6.4% |
| Q2 2021 | $1,391,000 | +14.4% | 48,143 | +12.2% | 0.44% | +0.5% |
| Q1 2021 | $1,216,000 | -6.8% | 42,922 | -2.8% | 0.44% | -16.3% |
| Q4 2020 | $1,305,000 | – | 44,169 | – | 0.52% | – |
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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% |