ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 80 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,547,557 | +78.1% | 194,881 | +79.1% | 0.00% | 0.0% |
| Q2 2023 | $2,553,757 | +5.9% | 108,810 | +7.1% | 0.00% | 0.0% |
| Q1 2023 | $2,411,518 | +4.3% | 101,624 | +2.6% | 0.00% | 0.0% |
| Q4 2022 | $2,313,058 | +4.0% | 99,060 | +2.8% | 0.00% | 0.0% |
| Q3 2022 | $2,225,000 | +2.1% | 96,337 | +5.2% | 0.00% | – |
| Q2 2022 | $2,179,000 | -0.7% | 91,613 | +2.9% | 0.00% | – |
| Q1 2022 | $2,195,000 | +14.6% | 89,032 | +21.2% | 0.00% | – |
| Q4 2021 | $1,916,000 | +4.3% | 73,483 | +6.0% | 0.00% | – |
| Q3 2021 | $1,837,000 | 0.0% | 69,335 | +0.4% | 0.00% | – |
| Q2 2021 | $1,837,000 | +7.4% | 69,047 | +6.4% | 0.00% | – |
| Q1 2021 | $1,710,000 | +21.4% | 64,864 | +24.8% | 0.00% | – |
| Q4 2020 | $1,408,000 | +4.2% | 51,954 | +3.2% | 0.00% | – |
| Q3 2020 | $1,351,000 | +17.2% | 50,355 | +16.5% | 0.00% | – |
| Q2 2020 | $1,153,000 | +19.9% | 43,231 | +10.3% | 0.00% | – |
| Q1 2020 | $962,000 | -59.7% | 39,185 | -58.1% | 0.00% | -100.0% |
| Q4 2019 | $2,390,000 | +14.6% | 93,465 | +14.2% | 0.00% | 0.0% |
| Q3 2019 | $2,085,000 | +40.8% | 81,878 | +38.5% | 0.00% | – |
| Q2 2019 | $1,481,000 | +549.6% | 59,098 | +527.4% | 0.00% | – |
| Q1 2019 | $228,000 | – | 9,419 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 169,732 | $4,167,000 | 4.49% |
| CAPITAL ADVISORS INC/OK | 2,554,460 | $62,712,000 | 3.40% |
| Signature Wealth Management Group | 118,095 | $2,899,000 | 2.55% |
| Motley Fool Wealth Management, LLC | 1,221,929 | $29,998,000 | 2.17% |
| SIGMA INVESTMENT COUNSELORS INC | 351,979 | $8,641,000 | 1.10% |
| WRAPMANAGER INC | 68,249 | $1,676,000 | 0.75% |
| TLWM | 49,897 | $1,227,000 | 0.72% |
| Peloton Wealth Strategists | 35,500 | $872,000 | 0.71% |
| Timber Creek Capital Management LLC | 39,120 | $960,000 | 0.70% |
| GODSEY & GIBB, INC | 120,215 | $2,951,000 | 0.56% |