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 | $13,080,785 | -4.8% | 544,352 | -2.6% | 0.00% | 0.0% |
| Q2 2023 | $13,734,757 | +8.2% | 559,095 | +9.7% | 0.00% | 0.0% |
| Q1 2023 | $12,689,560 | +121.6% | 509,572 | +116.1% | 0.00% | +100.0% |
| Q4 2022 | $5,727,000 | +30.1% | 235,772 | +27.4% | 0.00% | 0.0% |
| Q3 2022 | $4,402,000 | +69.2% | 185,005 | +77.5% | 0.00% | +100.0% |
| Q2 2022 | $2,602,000 | -1.8% | 104,243 | +3.6% | 0.00% | 0.0% |
| Q1 2022 | $2,649,000 | -1.2% | 100,643 | +6.2% | 0.00% | 0.0% |
| Q4 2021 | $2,680,000 | +4.1% | 94,742 | +5.5% | 0.00% | 0.0% |
| Q3 2021 | $2,575,000 | +2.1% | 89,836 | +3.4% | 0.00% | 0.0% |
| Q2 2021 | $2,521,000 | +10.7% | 86,904 | +7.8% | 0.00% | 0.0% |
| Q1 2021 | $2,277,000 | +39.3% | 80,615 | +45.7% | 0.00% | 0.0% |
| Q4 2020 | $1,635,000 | +15.7% | 55,320 | +13.9% | 0.00% | 0.0% |
| Q3 2020 | $1,413,000 | +13.2% | 48,564 | +12.2% | 0.00% | 0.0% |
| Q2 2020 | $1,248,000 | +13.5% | 43,272 | +3.2% | 0.00% | 0.0% |
| Q1 2020 | $1,100,000 | – | 41,925 | – | 0.00% | – |
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% |