ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 80 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,526,910 | +0.9% | 751,100 | +1.5% | 3.58% | -2.8% |
| Q2 2023 | $17,365,280 | +197862.6% | 739,893 | +100.2% | 3.68% | +88.4% |
| Q1 2023 | $8,772 | +5.7% | 369,665 | +4.0% | 1.95% | -8.3% |
| Q4 2022 | $8,298 | -100.0% | 355,355 | -65.7% | 2.13% | -64.1% |
| Q3 2022 | $23,929,000 | +230.2% | 1,035,872 | +240.1% | 5.93% | +92.3% |
| Q2 2022 | $7,247,000 | -3.2% | 304,608 | +0.3% | 3.09% | +51.6% |
| Q1 2022 | $7,487,000 | -5.3% | 303,751 | +0.2% | 2.04% | +20.8% |
| Q4 2021 | $7,905,000 | -1.7% | 303,240 | -0.1% | 1.68% | +0.7% |
| Q3 2021 | $8,044,000 | +0.9% | 303,542 | +1.4% | 1.67% | -1.4% |
| Q2 2021 | $7,969,000 | +2.5% | 299,477 | +1.6% | 1.70% | -13.7% |
| Q1 2021 | $7,773,000 | -0.1% | 294,889 | +2.8% | 1.97% | +16.1% |
| Q4 2020 | $7,777,000 | +2.6% | 286,959 | +1.6% | 1.69% | -5.2% |
| Q3 2020 | $7,578,000 | +3.5% | 282,557 | +3.0% | 1.78% | -16.9% |
| Q2 2020 | $7,319,000 | – | 274,326 | – | 2.15% | – |
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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% |