ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 129 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $949,322 | +2.7% | 39,854 | +2.8% | 0.01% | 0.0% |
| Q1 2024 | $924,283 | +19.4% | 38,754 | +19.6% | 0.01% | +16.7% |
| Q4 2023 | $774,265 | -1.4% | 32,396 | -3.7% | 0.01% | -14.3% |
| Q3 2023 | $785,012 | -2.8% | 33,641 | -2.3% | 0.01% | 0.0% |
| Q2 2023 | $807,884 | +98784.2% | 34,422 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $817 | +15.7% | 34,422 | +13.9% | 0.01% | +16.7% |
| Q4 2022 | $706 | -99.9% | 30,214 | +18.4% | 0.01% | 0.0% |
| Q3 2022 | $590,000 | +9.3% | 25,528 | +12.4% | 0.01% | +20.0% |
| Q2 2022 | $540,000 | +75.3% | 22,716 | +82.2% | 0.01% | +150.0% |
| Q1 2022 | $308,000 | -18.9% | 12,466 | -14.4% | 0.00% | -33.3% |
| Q4 2021 | $380,000 | -1.6% | 14,567 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $386,000 | +19.9% | 14,567 | +20.1% | 0.00% | 0.0% |
| Q2 2021 | $322,000 | +35.9% | 12,129 | +35.2% | 0.00% | +50.0% |
| Q1 2021 | $237,000 | +9.2% | 8,969 | +11.7% | 0.00% | 0.0% |
| Q4 2020 | $217,000 | – | 8,029 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 174,027 | $4,643,000 | 4.37% |
| CAPITAL ADVISORS INC/OK | 2,806,256 | $75,881,000 | 3.16% |
| Signature Wealth Management Group | 117,721 | $3,141,000 | 2.40% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 463,631 | $12,375,000 | 2.20% |
| Gateway Advisory, LLC | 274,326 | $7,319,000 | 2.15% |
| SIGMA INVESTMENT COUNSELORS INC | 427,835 | $11,415,000 | 1.21% |
| Peloton Wealth Strategists | 46,500 | $1,241,000 | 0.78% |
| TLWM | 47,734 | $1,273,000 | 0.75% |
| WRAPMANAGER INC | 72,409 | $1,932,000 | 0.72% |
| Timber Creek Capital Management LLC | 38,620 | $1,030,000 | 0.65% |