ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 116 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $910,322 | +3.6% | 39,011 | +4.2% | 0.09% | +3.3% |
| Q2 2023 | $878,975 | +1.1% | 37,451 | +2.2% | 0.09% | -8.2% |
| Q1 2023 | $869,254 | +30.0% | 36,631 | +27.9% | 0.10% | +27.3% |
| Q4 2022 | $668,534 | +27.3% | 28,631 | +25.9% | 0.08% | +16.7% |
| Q3 2022 | $525,000 | -3.0% | 22,740 | 0.0% | 0.07% | -4.3% |
| Q2 2022 | $541,000 | -3.6% | 22,740 | 0.0% | 0.07% | +19.0% |
| Q1 2022 | $561,000 | -3.6% | 22,740 | +1.8% | 0.06% | -4.9% |
| Q4 2021 | $582,000 | +145.6% | 22,340 | +149.9% | 0.06% | +117.9% |
| Q3 2021 | $237,000 | +6.8% | 8,940 | +7.2% | 0.03% | +7.7% |
| Q2 2021 | $222,000 | +0.9% | 8,340 | 0.0% | 0.03% | -10.3% |
| Q1 2021 | $220,000 | – | 8,340 | – | 0.03% | – |
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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% |