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 | $1,236,007 | -1.5% | 52,968 | -0.9% | 0.01% | 0.0% |
| Q2 2023 | $1,254,653 | -4.9% | 53,458 | -3.9% | 0.01% | -16.7% |
| Q1 2023 | $1,319,523 | +2.1% | 55,606 | +0.5% | 0.01% | -14.3% |
| Q4 2022 | $1,292,120 | -77.1% | 55,337 | -77.3% | 0.01% | -78.8% |
| Q3 2022 | $5,633,000 | -3.2% | 243,861 | -0.3% | 0.03% | -13.2% |
| Q2 2022 | $5,817,000 | -22.9% | 244,505 | -20.1% | 0.04% | -22.4% |
| Q1 2022 | $7,545,000 | -4.5% | 306,100 | +1.0% | 0.05% | -9.3% |
| Q4 2021 | $7,898,000 | -3.6% | 302,947 | -2.0% | 0.05% | -20.6% |
| Q3 2021 | $8,193,000 | -0.6% | 309,162 | -0.2% | 0.07% | -11.7% |
| Q2 2021 | $8,240,000 | -20.4% | 309,642 | -21.2% | 0.08% | -31.2% |
| Q1 2021 | $10,354,000 | -1.0% | 392,802 | +1.8% | 0.11% | -19.4% |
| Q4 2020 | $10,458,000 | +5.6% | 385,889 | +4.5% | 0.14% | -15.2% |
| Q3 2020 | $9,907,000 | +0.7% | 369,314 | +0.2% | 0.16% | +1.2% |
| Q2 2020 | $9,836,000 | +23.3% | 368,415 | +12.3% | 0.16% | -8.0% |
| Q1 2020 | $7,977,000 | -2.5% | 328,156 | +2.3% | 0.18% | +36.4% |
| Q4 2019 | $8,184,000 | – | 320,796 | – | 0.13% | – |
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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% |