ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 32 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $53,060 | -9.9% | 2,236 | -11.3% | 0.00% | -50.0% |
Q4 2022 | $58,866 | +15.4% | 2,521 | +30.4% | 0.00% | 0.0% |
Q2 2021 | $51,000 | +240.0% | 1,934 | +242.9% | 0.00% | +100.0% |
Q4 2020 | $15,000 | -79.5% | 564 | -79.4% | 0.00% | -66.7% |
Q3 2020 | $73,000 | +9.0% | 2,734 | 0.0% | 0.00% | -25.0% |
Q1 2020 | $67,000 | -5.6% | 2,734 | -2.7% | 0.00% | 0.0% |
Q4 2019 | $71,000 | +343.8% | 2,809 | +339.6% | 0.00% | +300.0% |
Q3 2019 | $16,000 | 0.0% | 639 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $16,000 | +33.3% | 639 | +30.7% | 0.00% | 0.0% |
Q1 2019 | $12,000 | +9.1% | 489 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $11,000 | -56.0% | 489 | -54.6% | 0.00% | -50.0% |
Q3 2018 | $25,000 | 0.0% | 1,077 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $25,000 | +78.6% | 1,077 | +83.2% | 0.00% | +100.0% |
Q1 2018 | $14,000 | -53.3% | 588 | -51.8% | 0.00% | -66.7% |
Q4 2017 | $30,000 | +650.0% | 1,219 | +588.7% | 0.00% | – |
Q3 2017 | $4,000 | 0.0% | 177 | +0.6% | 0.00% | -100.0% |
Q2 2017 | $4,000 | – | 176 | – | 0.00% | – |
Download |
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% |