ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 81 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $979,614 | +8.3% | 40,988 | +5.7% | 0.01% | 0.0% |
Q3 2023 | $904,955 | +1.3% | 38,781 | +1.9% | 0.01% | 0.0% |
Q2 2023 | $893,339 | +4.9% | 38,063 | +6.1% | 0.01% | 0.0% |
Q1 2023 | $851,409 | +5.2% | 35,879 | +3.5% | 0.01% | -6.7% |
Q4 2022 | $809,264 | +6.8% | 34,658 | +5.6% | 0.02% | -25.0% |
Q3 2022 | $758,000 | -5.6% | 32,823 | -2.7% | 0.02% | +11.1% |
Q2 2022 | $803,000 | +5.2% | 33,738 | +9.1% | 0.02% | +20.0% |
Q1 2022 | $763,000 | -12.8% | 30,938 | -7.9% | 0.02% | -16.7% |
Q4 2021 | $875,000 | -2.8% | 33,578 | -1.1% | 0.02% | 0.0% |
Q3 2021 | $900,000 | +0.7% | 33,962 | +1.1% | 0.02% | -14.3% |
Q2 2021 | $894,000 | +1.0% | 33,578 | 0.0% | 0.02% | -12.5% |
Q1 2021 | $885,000 | -2.7% | 33,578 | 0.0% | 0.02% | -17.2% |
Q4 2020 | $910,000 | +4.4% | 33,578 | +3.3% | 0.03% | -12.1% |
Q3 2020 | $872,000 | +23.3% | 32,503 | +22.7% | 0.03% | +10.0% |
Q2 2020 | $707,000 | +8.1% | 26,483 | -0.6% | 0.03% | -14.3% |
Q1 2020 | $654,000 | +39.7% | 26,643 | +46.0% | 0.04% | +75.0% |
Q4 2019 | $468,000 | +0.9% | 18,248 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $464,000 | +11.0% | 18,248 | +9.3% | 0.02% | +5.3% |
Q2 2019 | $418,000 | +52.6% | 16,695 | +48.0% | 0.02% | +35.7% |
Q1 2019 | $274,000 | +21.8% | 11,280 | +15.5% | 0.01% | +7.7% |
Q4 2018 | $225,000 | – | 9,770 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PFG Private Wealth Management, LLC | 174,027 | $4,643,000 | 4.37% |
CAPITAL ADVISORS INC/OK | 2,806,256 | $75,881,000 | 3.16% |
Signature Wealth Management Group | 117,721 | $3,141,000 | 2.40% |
BRANDYWINE OAK PRIVATE WEALTH LLC | 463,631 | $12,375,000 | 2.20% |
Gateway Advisory, LLC | 274,326 | $7,319,000 | 2.15% |
SIGMA INVESTMENT COUNSELORS INC | 427,835 | $11,415,000 | 1.21% |
Peloton Wealth Strategists | 46,500 | $1,241,000 | 0.78% |
TLWM | 47,734 | $1,273,000 | 0.75% |
WRAPMANAGER INC | 72,409 | $1,932,000 | 0.72% |
Timber Creek Capital Management LLC | 38,620 | $1,030,000 | 0.65% |