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 | $2,524 | +10.8% | 108,173 | +11.4% | 0.60% | +13.0% |
| Q2 2023 | $2,278 | -1.9% | 97,062 | -0.8% | 0.53% | -6.7% |
| Q1 2023 | $2,323 | +1.8% | 97,883 | +0.2% | 0.57% | -5.5% |
| Q4 2022 | $2,282 | -99.9% | 97,730 | +7.1% | 0.60% | -5.2% |
| Q3 2022 | $2,108,000 | -2.4% | 91,258 | +0.5% | 0.63% | -0.3% |
| Q2 2022 | $2,160,000 | +34.8% | 90,774 | +39.6% | 0.64% | +36.3% |
| Q1 2022 | $1,602,000 | +396.0% | 65,002 | +424.2% | 0.47% | +343.8% |
| Q4 2021 | $323,000 | +15.4% | 12,401 | +17.2% | 0.10% | -38.2% |
| Q3 2021 | $280,000 | +32.7% | 10,584 | +33.3% | 0.17% | +17.2% |
| Q2 2021 | $211,000 | +1.0% | 7,938 | -0.1% | 0.14% | -8.8% |
| Q1 2021 | $209,000 | +11.8% | 7,944 | +14.9% | 0.16% | +9.7% |
| Q4 2020 | $187,000 | +33.6% | 6,916 | +32.7% | 0.14% | +25.0% |
| Q3 2020 | $140,000 | +18.6% | 5,210 | +18.0% | 0.12% | +18.4% |
| Q2 2020 | $118,000 | -64.2% | 4,415 | -67.2% | 0.10% | -71.3% |
| Q1 2020 | $330,000 | +279.3% | 13,446 | +293.4% | 0.34% | +93.2% |
| Q4 2019 | $87,000 | +4.8% | 3,418 | +4.3% | 0.18% | -1.7% |
| Q3 2019 | $83,000 | +16.9% | 3,278 | +15.6% | 0.18% | +4.7% |
| Q2 2019 | $71,000 | +44.9% | 2,835 | +39.8% | 0.17% | -26.5% |
| Q1 2019 | $49,000 | – | 2,028 | – | 0.23% | – |
Download | ||||||
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% |