ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 226 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,894,056 | +0.3% | 338,292 | +0.9% | 2.73% | +5.0% |
Q2 2023 | $7,867,326 | -0.5% | 335,208 | +0.6% | 2.60% | -4.3% |
Q1 2023 | $7,906,365 | +2.1% | 333,180 | +0.5% | 2.72% | -3.5% |
Q4 2022 | $7,742,188 | +0.2% | 331,571 | -0.9% | 2.82% | -2.4% |
Q3 2022 | $7,727,000 | +2.7% | 334,522 | +5.7% | 2.89% | +7.7% |
Q2 2022 | $7,527,000 | – | 316,427 | – | 2.68% | – |
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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% |