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 | $451,066 | -30.0% | 19,330 | -30.6% | 0.08% | -30.0% |
| Q3 2022 | $644,000 | -2.9% | 27,866 | 0.0% | 0.12% | -1.6% |
| Q2 2022 | $663,000 | -3.5% | 27,866 | 0.0% | 0.12% | -0.8% |
| Q1 2022 | $687,000 | -5.4% | 27,866 | 0.0% | 0.12% | -9.6% |
| Q4 2021 | $726,000 | -1.6% | 27,866 | 0.0% | 0.14% | -11.1% |
| Q3 2021 | $738,000 | -0.5% | 27,866 | 0.0% | 0.15% | -2.5% |
| Q2 2021 | $742,000 | +1.0% | 27,866 | 0.0% | 0.16% | -9.8% |
| Q1 2021 | $735,000 | -2.6% | 27,866 | 0.0% | 0.17% | -11.2% |
| Q4 2020 | $755,000 | +1.1% | 27,866 | 0.0% | 0.20% | -6.2% |
| Q3 2020 | $747,000 | +0.5% | 27,866 | 0.0% | 0.21% | +1.5% |
| Q2 2020 | $743,000 | +8.6% | 27,866 | 0.0% | 0.21% | -9.3% |
| Q1 2020 | $684,000 | -4.1% | 27,866 | 0.0% | 0.23% | +47.4% |
| Q4 2019 | $713,000 | +0.4% | 27,866 | 0.0% | 0.15% | -3.8% |
| Q3 2019 | $710,000 | +1.7% | 27,866 | 0.0% | 0.16% | +1.3% |
| Q2 2019 | $698,000 | +3.4% | 27,866 | 0.0% | 0.16% | 0.0% |
| Q1 2019 | $675,000 | +5.1% | 27,866 | 0.0% | 0.16% | -8.1% |
| Q4 2018 | $642,000 | -1.1% | 27,866 | 0.0% | 0.17% | +7.5% |
| Q3 2018 | $649,000 | -0.2% | 27,866 | 0.0% | 0.16% | +4.6% |
| Q2 2018 | $650,000 | – | 27,866 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 203,764 | $5,522,000 | 4.23% |
| CAPITAL ADVISORS INC/OK | 3,025,649 | $82,000,000 | 2.92% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 540,662 | $14,652,000 | 2.23% |
| Signature Wealth Management Group | 120,309 | $3,261,000 | 2.06% |
| Gateway Advisory, LLC | 286,959 | $7,777,000 | 1.69% |
| SIGMA INVESTMENT COUNSELORS INC | 698,661 | $18,935,000 | 1.63% |
| Peloton Wealth Strategists | 106,200 | $2,878,000 | 1.43% |
| Praetorian Wealth Management, Inc. | 103,858 | $2,814,000 | 1.08% |
| Capital Investment Advisors, LLC | 563,066 | $15,260,000 | 0.64% |
| WRAPMANAGER INC | 76,735 | $2,080,000 | 0.61% |