ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 81 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,759 | +4.7% | 246,790 | +5.4% | 2.66% | +9.2% |
| Q2 2023 | $5,498 | +1.8% | 234,245 | +2.9% | 2.43% | -1.4% |
| Q1 2023 | $5,402 | +7.8% | 227,625 | +6.1% | 2.47% | +2.3% |
| Q4 2022 | $5,010 | -99.9% | 214,550 | -0.5% | 2.41% | -6.9% |
| Q3 2022 | $4,979,000 | -2.1% | 215,550 | +0.9% | 2.59% | +4.5% |
| Q2 2022 | $5,084,000 | -8.6% | 213,700 | -5.3% | 2.48% | +6.7% |
| Q1 2022 | $5,564,000 | +3.5% | 225,700 | +9.5% | 2.32% | +7.8% |
| Q4 2021 | $5,376,000 | -0.2% | 206,200 | +1.5% | 2.16% | -2.3% |
| Q3 2021 | $5,385,000 | +9.3% | 203,200 | +9.7% | 2.20% | +8.4% |
| Q2 2021 | $4,928,000 | +24.9% | 185,200 | +23.7% | 2.03% | +9.8% |
| Q1 2021 | $3,946,000 | +37.1% | 149,700 | +41.0% | 1.85% | +29.9% |
| Q4 2020 | $2,878,000 | +56.7% | 106,200 | +55.0% | 1.43% | +38.6% |
| Q3 2020 | $1,837,000 | +48.0% | 68,500 | +47.3% | 1.03% | +31.6% |
| Q2 2020 | $1,241,000 | +42.3% | 46,500 | +31.0% | 0.78% | +10.1% |
| Q1 2020 | $872,000 | +0.3% | 35,500 | +4.4% | 0.71% | +34.7% |
| Q4 2019 | $869,000 | -46.3% | 34,000 | -46.6% | 0.53% | -49.0% |
| Q3 2019 | $1,617,000 | +360.7% | 63,700 | +355.0% | 1.03% | +340.0% |
| Q2 2019 | $351,000 | -24.7% | 14,000 | -25.1% | 0.24% | -27.2% |
| Q1 2019 | $466,000 | – | 18,700 | – | 0.32% | – |
Download | ||||||
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% |