ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 29 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $850,333 | -4.3% | 38,828 | 0.0% | 0.15% | -21.9% |
Q1 2023 | $888,385 | +5.0% | 38,828 | 0.0% | 0.19% | -0.5% |
Q3 2022 | $846,000 | -4.6% | 38,828 | 0.0% | 0.19% | -1.1% |
Q2 2022 | $887,000 | +144.4% | 38,828 | +181.4% | 0.19% | +258.5% |
Q4 2021 | $363,000 | -1.1% | 13,800 | 0.0% | 0.05% | -3.6% |
Q3 2021 | $367,000 | -5.7% | 13,800 | -4.8% | 0.06% | -6.8% |
Q2 2021 | $389,000 | +2.6% | 14,500 | 0.0% | 0.06% | -13.2% |
Q1 2021 | $379,000 | -43.3% | 14,500 | -40.3% | 0.07% | -43.8% |
Q4 2020 | $668,000 | +1.7% | 24,300 | 0.0% | 0.12% | -15.4% |
Q3 2020 | $657,000 | +1.1% | 24,300 | 0.0% | 0.14% | -7.1% |
Q2 2020 | $650,000 | +10.9% | 24,300 | 0.0% | 0.15% | +11.6% |
Q1 2020 | $586,000 | -5.6% | 24,300 | 0.0% | 0.14% | +38.0% |
Q4 2019 | $621,000 | – | 24,300 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Envision Financial Planning, LLC | 397,055 | $8,695,504 | 8.61% |
PFG Private Wealth Management, LLC | 249,055 | $5,454,309 | 4.06% |
Gateway Advisory, LLC | 773,587 | $16,941,556 | 3.46% |
4Thought Financial Group Inc. | 127,805 | $2,798,920 | 2.25% |
Keeler Thomas Management LLC | 264,463 | $5,929,435 | 2.19% |
Peloton Wealth Strategists | 212,400 | $4,652 | 2.14% |
Platte River Wealth Advisors, LLC | 261,117 | $5,718,462 | 2.09% |
Klingman & Associates, LLC | 1,128,664 | $24,717,736 | 2.00% |
SUMMITRY LLC | 1,374,434 | $30,100,103 | 1.98% |
Seneca House Advisors | 166,385 | $3,637,176 | 1.89% |