ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 109 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,112,361 | -54.9% | 47,722 | -54.6% | 0.02% | -10.0% |
| Q2 2023 | $2,466,550 | +73.4% | 105,156 | +76.9% | 0.02% | -20.0% |
| Q1 2023 | $1,422,651 | +54.9% | 59,450 | +51.0% | 0.02% | +56.2% |
| Q4 2022 | $918,151 | -1.4% | 39,362 | -2.3% | 0.02% | 0.0% |
| Q3 2022 | $931,000 | +7.8% | 40,272 | +14.7% | 0.02% | +23.1% |
| Q1 2022 | $864,000 | +4.1% | 35,122 | +10.0% | 0.01% | -7.1% |
| Q4 2021 | $830,000 | +36.5% | 31,920 | +39.2% | 0.01% | +40.0% |
| Q3 2021 | $608,000 | -7.9% | 22,938 | -7.5% | 0.01% | +25.0% |
| Q2 2021 | $660,000 | +98.8% | 24,790 | +97.1% | 0.01% | -11.1% |
| Q1 2021 | $332,000 | – | 12,580 | – | 0.01% | – |
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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% |