ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 51 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,686 | +19.8% | 633,270 | +20.5% | 0.02% | +13.6% |
| Q1 2024 | $13,090 | +23.8% | 525,606 | +24.7% | 0.02% | +15.8% |
| Q4 2023 | $10,577 | +36.3% | 421,559 | +30.6% | 0.02% | +18.8% |
| Q3 2023 | $7,759 | +22.4% | 322,881 | +24.8% | 0.02% | +23.1% |
| Q2 2023 | $6,337 | +43.2% | 258,640 | +45.7% | 0.01% | +44.4% |
| Q1 2023 | $4,425 | +43.0% | 177,458 | +39.3% | 0.01% | +28.6% |
| Q4 2022 | $3,094 | -99.9% | 127,411 | +0.3% | 0.01% | -12.5% |
| Q3 2022 | $3,022,000 | +352.4% | 127,040 | +374.2% | 0.01% | +300.0% |
| Q2 2022 | $668,000 | -20.6% | 26,792 | -16.1% | 0.00% | 0.0% |
| Q1 2022 | $841,000 | -92.1% | 31,929 | -91.5% | 0.00% | -91.7% |
| Q4 2021 | $10,672,000 | +1.1% | 377,186 | +2.4% | 0.02% | -7.7% |
| Q3 2021 | $10,551,000 | +3.6% | 368,302 | +4.6% | 0.03% | 0.0% |
| Q2 2021 | $10,180,000 | +31.6% | 352,269 | +29.0% | 0.03% | +18.2% |
| Q1 2021 | $7,734,000 | +1348.3% | 273,113 | +1411.1% | 0.02% | +1000.0% |
| Q4 2020 | $534,000 | +28.7% | 18,074 | +26.7% | 0.00% | +100.0% |
| Q3 2020 | $415,000 | +63.4% | 14,266 | +61.5% | 0.00% | 0.0% |
| Q2 2020 | $254,000 | +17.1% | 8,833 | +6.7% | 0.00% | 0.0% |
| Q1 2020 | $217,000 | – | 8,280 | – | 0.00% | – |
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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% |