ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 73 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,265,488 | +46.4% | 52,663 | +49.3% | 0.04% | +54.2% |
| Q2 2023 | $864,409 | -0.3% | 35,282 | +1.4% | 0.02% | -4.0% |
| Q1 2023 | $867,389 | +55.3% | 34,779 | +51.2% | 0.02% | +47.1% |
| Q4 2022 | $558,645 | +64.3% | 22,999 | +61.0% | 0.02% | +41.7% |
| Q3 2022 | $340,000 | -4.2% | 14,281 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $355,000 | -61.5% | 14,231 | -59.4% | 0.01% | -53.8% |
| Q1 2022 | $923,000 | -6.9% | 35,041 | 0.0% | 0.03% | -7.1% |
| Q4 2021 | $991,000 | +17.0% | 35,041 | +18.5% | 0.03% | -6.7% |
| Q3 2021 | $847,000 | +6.3% | 29,574 | +7.3% | 0.03% | +3.4% |
| Q2 2021 | $797,000 | -65.5% | 27,574 | -66.2% | 0.03% | -67.8% |
| Q1 2021 | $2,310,000 | +16.0% | 81,574 | +21.1% | 0.09% | +11.1% |
| Q4 2020 | $1,991,000 | +23.8% | 67,374 | +21.9% | 0.08% | +11.0% |
| Q3 2020 | $1,608,000 | +35.7% | 55,274 | +34.5% | 0.07% | +23.7% |
| Q2 2020 | $1,185,000 | +554.7% | 41,096 | +495.9% | 0.06% | +436.4% |
| Q1 2020 | $181,000 | +19.1% | 6,896 | +25.5% | 0.01% | +37.5% |
| Q4 2019 | $152,000 | +36.9% | 5,495 | +37.5% | 0.01% | +33.3% |
| Q3 2019 | $111,000 | – | 3,995 | – | 0.01% | – |
Download | ||||||
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% |