ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 96 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,152,114 | +22.1% | 49,373 | +22.8% | 0.01% | +25.0% |
| Q2 2023 | $943,824 | -2.0% | 40,214 | -0.9% | 0.01% | -20.0% |
| Q1 2023 | $963,026 | +6.1% | 40,583 | +4.4% | 0.01% | 0.0% |
| Q4 2022 | $907,465 | +2924.9% | 38,864 | +2889.5% | 0.01% | – |
| Q3 2022 | $30,000 | -3.2% | 1,300 | 0.0% | 0.00% | – |
| Q2 2022 | $31,000 | -3.1% | 1,300 | 0.0% | 0.00% | – |
| Q1 2022 | $32,000 | -5.9% | 1,300 | 0.0% | 0.00% | – |
| Q4 2021 | $34,000 | 0.0% | 1,300 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $34,000 | -2.9% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $35,000 | +2.9% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $34,000 | -2.9% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $35,000 | – | 1,300 | – | 0.00% | – |
Download | ||||||
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% |