ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 96 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,964 | -4.9% | 212,715 | -4.4% | 0.02% | +5.6% |
| Q2 2023 | $5,222 | -28.1% | 222,494 | -27.3% | 0.02% | -40.0% |
| Q1 2023 | $7,261 | +1.6% | 305,973 | -0.1% | 0.03% | +7.1% |
| Q4 2022 | $7,149 | -99.9% | 306,149 | -31.3% | 0.03% | -36.4% |
| Q3 2022 | $10,299,000 | +5.8% | 445,823 | +8.3% | 0.04% | 0.0% |
| Q2 2022 | $9,730,000 | -5.5% | 411,596 | -1.5% | 0.04% | 0.0% |
| Q1 2022 | $10,300,000 | -0.5% | 417,832 | +5.2% | 0.04% | +10.0% |
| Q4 2021 | $10,356,000 | +9.6% | 397,222 | +11.4% | 0.04% | 0.0% |
| Q3 2021 | $9,452,000 | +28.8% | 356,664 | +29.3% | 0.04% | +25.0% |
| Q2 2021 | $7,338,000 | +16.7% | 275,762 | +15.6% | 0.03% | +3.2% |
| Q1 2021 | $6,288,000 | +39.8% | 238,560 | +43.7% | 0.03% | +40.9% |
| Q4 2020 | $4,498,000 | +20.1% | 165,969 | +18.8% | 0.02% | +4.8% |
| Q3 2020 | $3,746,000 | +11.2% | 139,677 | +10.7% | 0.02% | 0.0% |
| Q2 2020 | $3,368,000 | +49.1% | 126,219 | +37.2% | 0.02% | +16.7% |
| Q1 2020 | $2,259,000 | -47.9% | 92,013 | -45.7% | 0.02% | -35.7% |
| Q4 2019 | $4,332,000 | +136.2% | 169,434 | +135.3% | 0.03% | +115.4% |
| Q3 2019 | $1,834,000 | +5.3% | 72,006 | +3.6% | 0.01% | 0.0% |
| Q2 2019 | $1,742,000 | +10.2% | 69,497 | +6.5% | 0.01% | 0.0% |
| Q1 2019 | $1,581,000 | – | 65,227 | – | 0.01% | – |
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% |