ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 16 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,661,320 | -0.2% | 156,000 | +0.9% | 0.04% | -4.9% |
| Q1 2023 | $3,670,295 | -12.3% | 154,669 | -13.7% | 0.04% | -16.3% |
| Q4 2022 | $4,185,464 | +15.4% | 179,249 | +14.2% | 0.05% | +4.3% |
| Q3 2022 | $3,626,000 | +537.3% | 156,967 | +619.4% | 0.05% | +683.3% |
| Q4 2021 | $569,000 | +0.4% | 21,818 | +2.0% | 0.01% | -14.3% |
| Q3 2021 | $567,000 | 0.0% | 21,399 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $567,000 | +4.2% | 21,309 | +3.2% | 0.01% | 0.0% |
| Q1 2021 | $544,000 | +5.8% | 20,652 | +8.9% | 0.01% | -12.5% |
| Q4 2020 | $514,000 | +1.0% | 18,970 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $509,000 | +208.5% | 18,970 | +180.0% | 0.01% | +125.0% |
| Q2 2017 | $165,000 | -16.7% | 6,775 | -18.1% | 0.00% | -20.0% |
| Q1 2017 | $198,000 | +125.0% | 8,275 | +123.6% | 0.01% | +150.0% |
| Q4 2016 | $88,000 | – | 3,700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 169,732 | $4,167,000 | 4.49% |
| CAPITAL ADVISORS INC/OK | 2,554,460 | $62,712,000 | 3.40% |
| Signature Wealth Management Group | 118,095 | $2,899,000 | 2.55% |
| Motley Fool Wealth Management, LLC | 1,221,929 | $29,998,000 | 2.17% |
| SIGMA INVESTMENT COUNSELORS INC | 351,979 | $8,641,000 | 1.10% |
| WRAPMANAGER INC | 68,249 | $1,676,000 | 0.75% |
| TLWM | 49,897 | $1,227,000 | 0.72% |
| Peloton Wealth Strategists | 35,500 | $872,000 | 0.71% |
| Timber Creek Capital Management LLC | 39,120 | $960,000 | 0.70% |
| GODSEY & GIBB, INC | 120,215 | $2,951,000 | 0.56% |