ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 73 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,653,000 | -1.7% | 106,000 | -1.8% | 0.02% | 0.0% |
| Q2 2022 | $2,699,000 | +59.5% | 107,910 | +59.7% | 0.02% | +87.5% |
| Q1 2022 | $1,692,000 | +179.7% | 67,571 | +180.9% | 0.01% | +166.7% |
| Q4 2021 | $605,000 | -5.0% | 24,054 | -4.4% | 0.00% | 0.0% |
| Q3 2021 | $637,000 | -39.2% | 25,148 | -39.0% | 0.00% | -40.0% |
| Q2 2021 | $1,048,000 | -27.7% | 41,258 | -27.6% | 0.01% | -37.5% |
| Q1 2021 | $1,450,000 | -54.2% | 56,958 | -54.0% | 0.01% | -57.9% |
| Q4 2020 | $3,169,000 | +11.7% | 123,929 | +12.0% | 0.02% | 0.0% |
| Q3 2020 | $2,836,000 | +2.7% | 110,653 | +2.9% | 0.02% | -9.5% |
| Q2 2020 | $2,761,000 | +19.4% | 107,516 | +15.2% | 0.02% | -4.5% |
| Q1 2020 | $2,313,000 | -8.6% | 93,314 | -6.7% | 0.02% | +10.0% |
| Q4 2019 | $2,530,000 | +375.6% | 100,026 | +376.0% | 0.02% | +300.0% |
| Q3 2019 | $532,000 | +62.7% | 21,012 | +62.0% | 0.01% | +66.7% |
| Q2 2019 | $327,000 | +9.4% | 12,968 | +8.1% | 0.00% | 0.0% |
| Q1 2019 | $299,000 | -2.0% | 11,999 | -4.9% | 0.00% | 0.0% |
| Q4 2018 | $305,000 | +33.8% | 12,622 | +38.0% | 0.00% | 0.0% |
| Q4 2017 | $228,000 | -5.8% | 9,146 | -4.7% | 0.00% | 0.0% |
| Q3 2017 | $242,000 | -6.6% | 9,595 | -6.8% | 0.00% | -25.0% |
| Q2 2017 | $259,000 | – | 10,295 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPITAL ADVISORS INC/OK | 3,076,075 | $76,840,000 | 4.50% |
| Matthew Goff Investment Advisor, LLC | 265,688 | $6,637,000 | 2.86% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,350 | $2,931,000 | 2.18% |
| Day & Ennis, LLC | 91,922 | $2,296,000 | 1.88% |
| Signature Wealth Management Group | 99,710 | $2,491,000 | 1.83% |
| Gateway Advisory, LLC | 226,964 | $5,670,000 | 1.57% |
| CORDA Investment Management, LLC. | 508,640 | $12,705,000 | 1.52% |
| LYELL WEALTH MANAGEMENT, LP | 93,403 | $2,333,000 | 0.93% |
| Camelot Portfolios, LLC | 73,195 | $1,828,000 | 0.86% |
| Timber Creek Capital Management LLC | 47,091 | $1,176,000 | 0.73% |