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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $34,000 | +277.8% | 1,360 | +277.8% | 0.01% | +333.3% |
| Q4 2021 | $9,000 | -10.0% | 360 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $10,000 | +66.7% | 360 | +53.2% | 0.00% | +100.0% |
| Q2 2021 | $6,000 | +100.0% | 235 | +113.6% | 0.00% | +100.0% |
| Q1 2021 | $3,000 | -84.2% | 110 | -86.2% | 0.00% | -87.5% |
| Q1 2019 | $19,000 | +5.6% | 800 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $18,000 | -5.3% | 800 | 0.0% | 0.01% | +12.5% |
| Q3 2018 | $19,000 | -26.9% | 800 | -27.3% | 0.01% | -27.3% |
| Q2 2018 | $26,000 | +8.3% | 1,100 | +10.0% | 0.01% | +10.0% |
| Q1 2018 | $24,000 | -4.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $25,000 | 0.0% | 1,000 | 0.0% | 0.01% | -9.1% |
| Q3 2017 | $25,000 | +4.2% | 1,000 | 0.0% | 0.01% | +10.0% |
| Q2 2017 | $24,000 | – | 1,000 | – | 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% |