ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 203 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,432 | -57.5% | 8,975 | -57.2% | 0.04% | -56.0% |
| Q2 2023 | $492,284 | -1.1% | 20,975 | 0.0% | 0.10% | -7.4% |
| Q1 2023 | $497,737 | +1.6% | 20,975 | 0.0% | 0.11% | -5.3% |
| Q4 2022 | $489,766 | +1.0% | 20,975 | 0.0% | 0.11% | -2.6% |
| Q3 2022 | $485,000 | -23.0% | 20,975 | -20.8% | 0.12% | -17.0% |
| Q2 2022 | $630,000 | -3.5% | 26,475 | 0.0% | 0.14% | +14.6% |
| Q1 2022 | $653,000 | -5.4% | 26,475 | 0.0% | 0.12% | +7.0% |
| Q4 2021 | $690,000 | -0.7% | 26,475 | +1.0% | 0.12% | -10.2% |
| Q3 2021 | $695,000 | +7.8% | 26,225 | +8.3% | 0.13% | +5.8% |
| Q2 2021 | $645,000 | – | 24,225 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 255,622 | $6,774,000 | 3.96% |
| CAPITAL ADVISORS INC/OK | 3,695,265 | $97,925,000 | 2.91% |
| 4Thought Financial Group Inc. | 123,623 | $3,276,000 | 2.84% |
| Sound View Wealth Advisors Group, LLC | 439,163 | $11,638,000 | 2.43% |
| Peloton Wealth Strategists | 203,200 | $5,385,000 | 2.20% |
| SIGMA INVESTMENT COUNSELORS INC | 1,041,658 | $27,604,000 | 2.04% |
| Aptus Capital Advisors, LLC | 2,974,280 | $78,818,000 | 2.03% |
| Signature Wealth Management Group | 124,847 | $3,308,000 | 1.84% |
| Gateway Advisory, LLC | 303,542 | $8,044,000 | 1.67% |
| IRON Financial LLC | 121,533 | $3,221,000 | 1.54% |