ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 128 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,156 | +29.0% | 520,949 | +29.8% | 0.47% | +30.4% |
| Q2 2023 | $9,422 | +4.4% | 401,442 | +5.5% | 0.36% | -5.3% |
| Q1 2023 | $9,026 | +8.9% | 380,371 | +7.1% | 0.38% | +1.3% |
| Q4 2022 | $8,292 | -99.9% | 355,121 | +1.0% | 0.37% | -8.4% |
| Q3 2022 | $8,120,000 | +16.8% | 351,525 | +20.2% | 0.41% | +21.1% |
| Q2 2022 | $6,955,000 | +4.9% | 292,349 | +8.7% | 0.34% | +13.5% |
| Q1 2022 | $6,630,000 | +3523.0% | 268,970 | +3732.6% | 0.30% | +3600.0% |
| Q4 2021 | $183,000 | +8.9% | 7,018 | +11.0% | 0.01% | 0.0% |
| Q3 2021 | $168,000 | +24.4% | 6,325 | +24.5% | 0.01% | +14.3% |
| Q2 2021 | $135,000 | +214.0% | 5,081 | +212.3% | 0.01% | +250.0% |
| Q1 2021 | $43,000 | 0.0% | 1,627 | +2.1% | 0.00% | -33.3% |
| Q4 2020 | $43,000 | +4.9% | 1,594 | +4.6% | 0.00% | 0.0% |
| Q3 2020 | $41,000 | -38.8% | 1,524 | -39.6% | 0.00% | -40.0% |
| Q2 2020 | $67,000 | -98.4% | 2,524 | -98.5% | 0.01% | -98.6% |
| Q1 2020 | $4,144,000 | – | 168,814 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 7,281,389 | $179,486,000 | 4.47% |
| Karp Capital Management Corp | 819,811 | $20,208,000 | 2.94% |
| 4Thought Financial Group Inc. | 128,849 | $3,176,000 | 2.82% |
| CAPITAL ADVISORS INC/OK | 3,864,274 | $95,254,000 | 2.61% |
| PFG Private Wealth Management, LLC | 199,655 | $4,922,000 | 2.53% |
| Sound View Wealth Advisors Group, LLC | 523,281 | $12,899,000 | 2.45% |
| Peloton Wealth Strategists | 225,700 | $5,564,000 | 2.32% |
| Legacy CG, LLC | 132,333 | $3,262,000 | 2.12% |
| RVW Wealth, LLC | 737,984 | $18,191,000 | 2.10% |
| IRON Financial LLC | 182,038 | $4,487,000 | 2.07% |