ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 83 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,158,042 | +39.5% | 464,338 | +42.3% | 1.31% | +35.5% |
Q2 2023 | $7,996,482 | +2.0% | 326,387 | +3.9% | 0.96% | -5.5% |
Q1 2023 | $7,837,395 | +106749.3% | 314,250 | +4.1% | 1.02% | +2.6% |
Q4 2022 | $7,335 | -99.9% | 301,987 | -3.4% | 1.00% | -8.3% |
Q3 2022 | $7,440,000 | -4.5% | 312,771 | +0.2% | 1.08% | +2.2% |
Q2 2022 | $7,791,000 | +575.1% | 312,123 | +612.2% | 1.06% | +669.6% |
Q1 2022 | $1,154,000 | +139.9% | 43,825 | +157.7% | 0.14% | +142.1% |
Q4 2021 | $481,000 | +11.1% | 17,008 | +12.3% | 0.06% | +1.8% |
Q3 2021 | $433,000 | +9.1% | 15,142 | +10.0% | 0.06% | +12.0% |
Q2 2021 | $397,000 | +7.6% | 13,760 | +5.4% | 0.05% | +2.0% |
Q1 2021 | $369,000 | -2.6% | 13,060 | +1.7% | 0.05% | -33.8% |
Q4 2020 | $379,000 | +4.1% | 12,838 | +2.8% | 0.07% | -3.9% |
Q3 2020 | $364,000 | +66.2% | 12,493 | +64.5% | 0.08% | +60.4% |
Q2 2020 | $219,000 | +16.5% | 7,593 | +6.0% | 0.05% | +6.7% |
Q1 2020 | $188,000 | +77.4% | 7,161 | +88.0% | 0.04% | +114.3% |
Q4 2019 | $106,000 | – | 3,809 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
4Thought Financial Group Inc. | 121,708 | $3,038,000 | 2.85% |
PFG Private Wealth Management, LLC | 196,142 | $4,896,000 | 2.75% |
Aptus Capital Advisors, LLC | 3,823,959 | $95,446,000 | 2.48% |
Legacy CG, LLC | 123,491 | $3,082,000 | 2.12% |
Peloton Wealth Strategists | 161,000 | $4,019,000 | 1.96% |
Signature Wealth Management Group | 146,735 | $3,663,000 | 1.78% |
Matthew Goff Investment Advisor, LLC | 263,456 | $6,576,000 | 1.77% |
SIGMA INVESTMENT COUNSELORS INC | 807,617 | $20,158,000 | 1.64% |
CAPITAL ADVISORS INC/OK | 1,664,198 | $41,538,000 | 1.25% |
Bradley & Co. Private Wealth Management, LLC | 44,247 | $1,105,000 | 1.22% |