ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 37 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 | $419,980 | +12.4% | 19,177 | +15.2% | 0.01% | +20.0% |
| Q2 2023 | $373,620 | +37.1% | 16,642 | +39.7% | 0.01% | +25.0% |
| Q1 2023 | $272,478 | +322.5% | 11,909 | +309.4% | 0.01% | +300.0% |
| Q4 2022 | $64,493 | +53.6% | 2,909 | +50.7% | 0.00% | +100.0% |
| Q3 2022 | $42,000 | -4.5% | 1,930 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $44,000 | -6.4% | 1,930 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $47,000 | -7.8% | 1,930 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $51,000 | 0.0% | 1,930 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $51,000 | -1.9% | 1,930 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $52,000 | +4.0% | 1,930 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $50,000 | -5.7% | 1,930 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $53,000 | +1.9% | 1,930 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $52,000 | 0.0% | 1,930 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $52,000 | +10.6% | 1,930 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $47,000 | – | 1,930 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 196,651 | $5,406,000 | 4.14% |
| Signature Wealth Management Group | 50,207 | $1,380,000 | 0.87% |
| CGN Advisors LLC | 27,869 | $766,000 | 0.31% |
| Sandy Spring Bank | 85,875 | $2,361,000 | 0.14% |
| BENJAMIN EDWARDS INC | 6,696 | $184,000 | 0.14% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 323,253 | $8,886,000 | 0.13% |
| NAVELLIER & ASSOCIATES INC | 24,300 | $668,000 | 0.12% |
| Capital Investment Advisors, LLC | 103,204 | $2,837,000 | 0.12% |
| ARROW FINANCIAL CORP | 18,418 | $506,000 | 0.10% |
| MCF Advisors LLC | 17,675 | $486,000 | 0.06% |