ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 116 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,966,647 | -1.4% | 255,695 | -0.8% | 0.52% | +3.6% |
| Q2 2023 | $6,052,447 | +0.1% | 257,880 | +1.3% | 0.50% | -3.5% |
| Q1 2023 | $6,043,711 | +11.4% | 254,687 | +9.6% | 0.52% | +7.9% |
| Q4 2022 | $5,424,439 | +0.5% | 232,310 | -0.6% | 0.48% | -5.1% |
| Q3 2022 | $5,399,000 | +0.8% | 233,725 | +3.8% | 0.51% | +9.5% |
| Q2 2022 | $5,355,000 | -0.1% | 225,110 | +3.5% | 0.46% | -1.7% |
| Q1 2022 | $5,360,000 | +29.4% | 217,450 | +36.9% | 0.47% | +53.4% |
| Q4 2021 | $4,142,000 | +16.5% | 158,870 | +18.4% | 0.31% | +1.0% |
| Q3 2021 | $3,555,000 | +22.7% | 134,145 | +23.2% | 0.30% | +22.6% |
| Q2 2021 | $2,897,000 | +102.6% | 108,855 | +100.7% | 0.25% | +87.9% |
| Q1 2021 | $1,430,000 | +433.6% | 54,235 | +447.8% | 0.13% | +312.5% |
| Q4 2020 | $268,000 | – | 9,900 | – | 0.03% | – |
Download | ||||||
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% |