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 | $26,005,363 | +10.1% | 1,187,459 | +12.9% | 0.00% | +50.0% |
| Q2 2023 | $23,622,229 | +54.7% | 1,052,215 | +57.6% | 0.00% | 0.0% |
| Q1 2023 | $15,273,407 | +25.7% | 667,544 | +21.8% | 0.00% | +100.0% |
| Q4 2022 | $12,153,616 | +477.4% | 548,201 | +467.4% | 0.00% | – |
| Q3 2022 | $2,105,000 | +9.4% | 96,624 | +14.7% | 0.00% | – |
| Q2 2022 | $1,924,000 | +30.4% | 84,224 | +40.0% | 0.00% | – |
| Q1 2022 | $1,475,000 | -73.6% | 60,161 | -71.6% | 0.00% | -100.0% |
| Q4 2021 | $5,581,000 | +15.0% | 212,005 | +16.3% | 0.00% | 0.0% |
| Q3 2021 | $4,852,000 | +9.4% | 182,311 | +10.2% | 0.00% | 0.0% |
| Q2 2021 | $4,436,000 | +213.1% | 165,387 | +205.0% | 0.00% | – |
| Q1 2021 | $1,417,000 | +1671.2% | 54,217 | +1764.4% | 0.00% | – |
| Q4 2020 | $80,000 | – | 2,908 | +15205.3% | 0.00% | – |
| Q1 2020 | $0 | – | 19 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 296,600 | $6,463,000 | 4.24% |
| 4Thought Financial Group Inc. | 129,881 | $2,830,000 | 2.78% |
| Signature Wealth Management Group | 173,642 | $3,784,000 | 1.92% |
| Matthew Goff Investment Advisor, LLC | 265,960 | $5,795,000 | 1.66% |
| Aptus Capital Advisors, LLC | 2,939,488 | $64,051,000 | 1.54% |
| Klingman & Associates, LLC | 688,658 | $15,006,000 | 1.47% |
| Guidance Point Advisors, LLC | 135,124 | $2,957,000 | 1.35% |
| Seneca House Advisors | 77,298 | $1,684,000 | 1.25% |
| SIGMA INVESTMENT COUNSELORS INC | 640,531 | $13,957,000 | 1.19% |
| H. L. Ormond & Company, LLC | 32,432 | $707,000 | 1.13% |