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 | $13,156,360 | -8.0% | 563,804 | -7.5% | 2.99% | -3.1% |
Q2 2023 | $14,301,396 | +2.6% | 609,348 | +3.8% | 3.09% | -3.3% |
Q1 2023 | $13,934,110 | +19.8% | 587,194 | +17.9% | 3.19% | +18.0% |
Q4 2022 | $11,629,483 | +234.0% | 498,051 | +230.4% | 2.70% | +222.8% |
Q3 2022 | $3,482,000 | – | 150,721 | – | 0.84% | – |
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% |