ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 129 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,757,675 | +10.5% | 75,324 | +11.2% | 0.00% | 0.0% |
| Q2 2023 | $1,590,314 | +19.2% | 67,759 | +20.6% | 0.00% | 0.0% |
| Q1 2023 | $1,333,693 | +75.1% | 56,203 | +72.2% | 0.00% | +100.0% |
| Q4 2022 | $761,892 | +303.1% | 32,629 | +299.7% | 0.00% | – |
| Q3 2022 | $189,000 | +24.3% | 8,163 | +27.9% | 0.00% | – |
| Q2 2022 | $152,000 | -3.2% | 6,382 | +0.2% | 0.00% | – |
| Q1 2022 | $157,000 | -16.0% | 6,372 | -11.0% | 0.00% | – |
| Q4 2021 | $187,000 | -1.1% | 7,160 | +0.2% | 0.00% | – |
| Q3 2021 | $189,000 | -12.9% | 7,147 | -12.3% | 0.00% | – |
| Q2 2021 | $217,000 | -18.7% | 8,154 | -19.4% | 0.00% | -100.0% |
| Q1 2021 | $267,000 | +21.4% | 10,119 | +24.5% | 0.00% | 0.0% |
| Q4 2020 | $220,000 | +20.2% | 8,129 | +19.3% | 0.00% | – |
| Q3 2020 | $183,000 | +1.1% | 6,816 | +0.3% | 0.00% | -100.0% |
| Q2 2020 | $181,000 | +81.0% | 6,799 | +67.3% | 0.00% | – |
| Q1 2020 | $100,000 | +85.2% | 4,063 | +91.0% | 0.00% | – |
| Q4 2019 | $54,000 | 0.0% | 2,127 | -0.5% | 0.00% | – |
| Q3 2019 | $54,000 | +145.5% | 2,137 | +140.9% | 0.00% | – |
| Q2 2019 | $22,000 | 0.0% | 887 | 0.0% | 0.00% | – |
| Q1 2019 | $22,000 | – | 887 | – | 0.00% | – |
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% |