ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 106 filers reported holding ISHARES TR in Q1 2021. 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% | – |
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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% |