ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 44 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $844,288 | -14.5% | 38,552 | -12.3% | 0.03% | -10.8% |
| Q2 2023 | $987,059 | -1.3% | 43,967 | +0.6% | 0.04% | -7.5% |
| Q1 2023 | $999,558 | +21.8% | 43,687 | +18.0% | 0.04% | +17.6% |
| Q4 2022 | $820,556 | +0.2% | 37,012 | -1.5% | 0.03% | -10.5% |
| Q3 2022 | $819,000 | +8.5% | 37,577 | +13.7% | 0.04% | +15.2% |
| Q2 2022 | $755,000 | +31.8% | 33,049 | +41.5% | 0.03% | +50.0% |
| Q1 2022 | $573,000 | -0.9% | 23,364 | +6.4% | 0.02% | +4.8% |
| Q4 2021 | $578,000 | -3.3% | 21,955 | -2.3% | 0.02% | -12.5% |
| Q3 2021 | $598,000 | +1.9% | 22,475 | +2.7% | 0.02% | +4.3% |
| Q2 2021 | $587,000 | +46.8% | 21,885 | +50.5% | 0.02% | +43.8% |
| Q4 2020 | $400,000 | – | 14,537 | – | 0.02% | – |
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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% |