ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 116 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,503,259 | +4.2% | 192,983 | +4.8% | 0.01% | 0.0% |
| Q2 2023 | $4,322,402 | +101915.6% | 184,167 | +3.1% | 0.01% | 0.0% |
| Q1 2023 | $4,237 | +9.5% | 178,543 | +7.7% | 0.01% | 0.0% |
| Q4 2022 | $3,871 | -99.9% | 165,801 | -9.1% | 0.01% | -29.4% |
| Q3 2022 | $4,213,000 | -12.6% | 182,400 | -10.0% | 0.02% | -15.0% |
| Q2 2022 | $4,823,000 | -24.4% | 202,730 | -21.6% | 0.02% | -16.7% |
| Q1 2022 | $6,378,000 | -36.1% | 258,749 | -32.5% | 0.02% | -42.9% |
| Q4 2021 | $9,988,000 | -11.3% | 383,135 | -9.8% | 0.04% | -28.8% |
| Q3 2021 | $11,256,000 | -14.7% | 424,761 | -14.3% | 0.06% | -28.0% |
| Q2 2021 | $13,191,000 | -9.1% | 495,705 | -9.9% | 0.08% | -18.8% |
| Q1 2021 | $14,504,000 | +1.6% | 550,222 | +4.5% | 0.10% | -7.3% |
| Q4 2020 | $14,275,000 | +41.7% | 526,716 | +40.2% | 0.11% | +14.7% |
| Q3 2020 | $10,076,000 | +87.7% | 375,690 | +86.8% | 0.10% | +75.9% |
| Q2 2020 | $5,367,000 | +258.3% | 201,168 | +229.8% | 0.05% | +184.2% |
| Q1 2020 | $1,498,000 | +59.2% | 61,003 | +65.7% | 0.02% | +90.0% |
| Q4 2019 | $941,000 | – | 36,814 | – | 0.01% | – |
Download | ||||||
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% |