ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 148 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $686,985 | -16.4% | 29,440 | -15.9% | 0.26% | -17.9% |
| Q2 2023 | $821,976 | -3.9% | 35,022 | -2.8% | 0.31% | -1.6% |
| Q1 2023 | $854,950 | +1.5% | 36,028 | -0.1% | 0.32% | -2.8% |
| Q4 2022 | $842,514 | -9.0% | 36,082 | -10.0% | 0.33% | -15.5% |
| Q3 2022 | $926,000 | +7.9% | 40,098 | +11.1% | 0.39% | +18.8% |
| Q2 2022 | $858,000 | -11.5% | 36,084 | -8.2% | 0.32% | +1.6% |
| Q1 2022 | $969,000 | – | 39,319 | – | 0.32% | – |
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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% |