ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 106 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $14,460,231 | +14.6% | 605,031 | +11.8% | 0.36% | +4.0% |
Q3 2023 | $12,623,226 | +6.8% | 540,957 | +7.5% | 0.35% | -3.1% |
Q2 2023 | $11,814,170 | +13.7% | 503,373 | +15.0% | 0.36% | +17.6% |
Q1 2023 | $10,387,795 | +112164.1% | 437,749 | +10.5% | 0.31% | +9.3% |
Q4 2022 | $9,253 | -99.9% | 396,280 | +16.7% | 0.28% | +4.1% |
Q3 2022 | $7,844,000 | +5.3% | 339,587 | +8.4% | 0.27% | +8.9% |
Q2 2022 | $7,450,000 | -72.0% | 313,144 | -71.0% | 0.25% | -69.6% |
Q1 2022 | $26,575,000 | +5.6% | 1,078,080 | +11.6% | 0.81% | +5.7% |
Q4 2021 | $25,173,000 | +9.2% | 965,596 | +11.0% | 0.77% | -1.0% |
Q3 2021 | $23,056,000 | +13.2% | 870,046 | +13.7% | 0.78% | +10.5% |
Q2 2021 | $20,369,000 | +18.0% | 765,453 | +16.9% | 0.70% | +8.0% |
Q1 2021 | $17,263,000 | +13.1% | 654,880 | +16.3% | 0.65% | +1.9% |
Q4 2020 | $15,260,000 | +16.6% | 563,066 | +15.4% | 0.64% | +2.1% |
Q3 2020 | $13,084,000 | +29.1% | 487,847 | +28.5% | 0.62% | +19.0% |
Q2 2020 | $10,132,000 | +128.5% | 379,750 | +110.2% | 0.52% | +85.5% |
Q1 2020 | $4,435,000 | +83.1% | 180,665 | +90.7% | 0.28% | +141.9% |
Q4 2019 | $2,422,000 | – | 94,738 | – | 0.12% | – |
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% |