ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 252 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,342,228 | -0.8% | 528,915 | -0.3% | 0.01% | 0.0% |
| Q2 2023 | $12,446,469 | +9.2% | 530,314 | +10.4% | 0.01% | 0.0% |
| Q1 2023 | $11,402,880 | +34.4% | 480,526 | +32.3% | 0.01% | +25.0% |
| Q4 2022 | $8,481,400 | +39.6% | 363,231 | +38.1% | 0.01% | +33.3% |
| Q3 2022 | $6,077,000 | +1.8% | 263,077 | +4.9% | 0.01% | 0.0% |
| Q2 2022 | $5,967,000 | +17.9% | 250,829 | +22.1% | 0.01% | +50.0% |
| Q1 2022 | $5,063,000 | +23.2% | 205,379 | +30.3% | 0.00% | +33.3% |
| Q4 2021 | $4,109,000 | -1.1% | 157,596 | +0.5% | 0.00% | -25.0% |
| Q3 2021 | $4,154,000 | +1.4% | 156,740 | +1.8% | 0.00% | 0.0% |
| Q2 2021 | $4,096,000 | -0.2% | 153,922 | -1.2% | 0.00% | 0.0% |
| Q1 2021 | $4,105,000 | +46.1% | 155,744 | +50.2% | 0.00% | +33.3% |
| Q4 2020 | $2,809,000 | +18.4% | 103,664 | +17.2% | 0.00% | 0.0% |
| Q3 2020 | $2,372,000 | +0.8% | 88,456 | +0.3% | 0.00% | 0.0% |
| Q2 2020 | $2,353,000 | +32.8% | 88,188 | +22.2% | 0.00% | 0.0% |
| Q1 2020 | $1,772,000 | -62.3% | 72,188 | -60.7% | 0.00% | -50.0% |
| Q4 2019 | $4,698,000 | +262.5% | 183,725 | +261.0% | 0.01% | +200.0% |
| Q3 2019 | $1,296,000 | +11.9% | 50,894 | +10.1% | 0.00% | 0.0% |
| Q2 2019 | $1,158,000 | +4.7% | 46,222 | +1.3% | 0.00% | 0.0% |
| Q1 2019 | $1,106,000 | +27.3% | 45,612 | +20.9% | 0.00% | 0.0% |
| Q4 2018 | $869,000 | +22.9% | 37,730 | +24.2% | 0.00% | +100.0% |
| Q3 2018 | $707,000 | +2.2% | 30,387 | +2.5% | 0.00% | 0.0% |
| Q2 2018 | $692,000 | -0.1% | 29,655 | +1.3% | 0.00% | 0.0% |
| Q1 2018 | $693,000 | – | 29,276 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 7,281,389 | $179,486,000 | 4.47% |
| Karp Capital Management Corp | 819,811 | $20,208,000 | 2.94% |
| 4Thought Financial Group Inc. | 128,849 | $3,176,000 | 2.82% |
| CAPITAL ADVISORS INC/OK | 3,864,274 | $95,254,000 | 2.61% |
| PFG Private Wealth Management, LLC | 199,655 | $4,922,000 | 2.53% |
| Sound View Wealth Advisors Group, LLC | 523,281 | $12,899,000 | 2.45% |
| Peloton Wealth Strategists | 225,700 | $5,564,000 | 2.32% |
| Legacy CG, LLC | 132,333 | $3,262,000 | 2.12% |
| RVW Wealth, LLC | 737,984 | $18,191,000 | 2.10% |
| IRON Financial LLC | 182,038 | $4,487,000 | 2.07% |