ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 65 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |