ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 129 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,919,329 | -2.2% | 167,959 | -1.6% | 0.03% | +18.2% |
| Q2 2023 | $4,007,186 | +23.1% | 170,737 | +24.4% | 0.02% | +22.2% |
| Q1 2023 | $3,256,192 | +23.2% | 137,218 | +21.2% | 0.02% | +20.0% |
| Q4 2022 | $2,643,975 | +0.6% | 113,232 | -0.4% | 0.02% | -6.2% |
| Q3 2022 | $2,627,000 | -3.3% | 113,733 | -0.4% | 0.02% | +6.7% |
| Q2 2022 | $2,716,000 | -0.2% | 114,155 | +3.4% | 0.02% | +15.4% |
| Q1 2022 | $2,722,000 | -17.2% | 110,416 | -12.4% | 0.01% | -13.3% |
| Q4 2021 | $3,287,000 | -0.5% | 126,075 | +1.2% | 0.02% | -11.8% |
| Q3 2021 | $3,302,000 | +1.7% | 124,620 | +2.1% | 0.02% | +6.2% |
| Q2 2021 | $3,246,000 | +4.6% | 122,001 | +3.6% | 0.02% | -5.9% |
| Q1 2021 | $3,104,000 | -2.4% | 117,749 | +0.3% | 0.02% | -10.5% |
| Q4 2020 | $3,181,000 | +15.8% | 117,381 | +14.6% | 0.02% | +5.6% |
| Q3 2020 | $2,748,000 | -3.6% | 102,466 | -4.1% | 0.02% | -14.3% |
| Q2 2020 | $2,851,000 | -6.4% | 106,852 | -13.9% | 0.02% | -16.0% |
| Q1 2020 | $3,045,000 | -7.2% | 124,053 | -3.4% | 0.02% | +19.0% |
| Q4 2019 | $3,282,000 | -2.2% | 128,371 | -2.6% | 0.02% | -8.7% |
| Q3 2019 | $3,357,000 | -4.9% | 131,811 | -6.4% | 0.02% | 0.0% |
| Q2 2019 | $3,529,000 | +7.8% | 140,816 | +4.3% | 0.02% | 0.0% |
| Q1 2019 | $3,273,000 | -10.8% | 135,045 | -15.3% | 0.02% | -20.7% |
| Q4 2018 | $3,670,000 | -44.7% | 159,347 | -44.1% | 0.03% | -38.3% |
| Q3 2018 | $6,636,000 | -44.2% | 285,050 | -44.1% | 0.05% | -47.2% |
| Q2 2018 | $11,884,000 | -4.1% | 509,616 | -2.6% | 0.09% | -5.3% |
| Q1 2018 | $12,390,000 | -3.4% | 523,464 | +0.1% | 0.09% | -6.9% |
| Q4 2017 | $12,827,000 | -0.5% | 522,687 | -0.1% | 0.10% | -7.3% |
| Q3 2017 | $12,889,000 | +2.7% | 523,112 | +2.1% | 0.11% | -2.7% |
| Q2 2017 | $12,546,000 | +9.2% | 512,519 | +7.1% | 0.11% | +4.7% |
| Q1 2017 | $11,485,000 | +2.9% | 478,524 | +2.5% | 0.11% | -0.9% |
| Q4 2016 | $11,164,000 | – | 466,722 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 255,622 | $6,774,000 | 3.96% |
| CAPITAL ADVISORS INC/OK | 3,695,265 | $97,925,000 | 2.91% |
| 4Thought Financial Group Inc. | 123,623 | $3,276,000 | 2.84% |
| Sound View Wealth Advisors Group, LLC | 439,163 | $11,638,000 | 2.43% |
| Peloton Wealth Strategists | 203,200 | $5,385,000 | 2.20% |
| SIGMA INVESTMENT COUNSELORS INC | 1,041,658 | $27,604,000 | 2.04% |
| Aptus Capital Advisors, LLC | 2,974,280 | $78,818,000 | 2.03% |
| Signature Wealth Management Group | 124,847 | $3,308,000 | 1.84% |
| Gateway Advisory, LLC | 303,542 | $8,044,000 | 1.67% |
| IRON Financial LLC | 121,533 | $3,221,000 | 1.54% |