ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 129 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,455,401 | -2.3% | 190,932 | -1.7% | 2.59% | +5.6% |
| Q2 2023 | $4,559,654 | -0.8% | 194,276 | +0.3% | 2.45% | -3.0% |
| Q1 2023 | $4,596,175 | +0.9% | 193,686 | -0.7% | 2.52% | -3.5% |
| Q4 2022 | $4,552,988 | -5.0% | 194,989 | -6.0% | 2.61% | -0.6% |
| Q3 2022 | $4,791,000 | +0.5% | 207,409 | +3.6% | 2.63% | +5.4% |
| Q2 2022 | $4,765,000 | +6.2% | 200,275 | +10.0% | 2.50% | +20.6% |
| Q1 2022 | $4,487,000 | +24.6% | 182,038 | +31.7% | 2.07% | +28.7% |
| Q4 2021 | $3,602,000 | +11.8% | 138,174 | +13.7% | 1.61% | +4.0% |
| Q3 2021 | $3,221,000 | +23.2% | 121,533 | +23.7% | 1.54% | +26.2% |
| Q2 2021 | $2,615,000 | – | 98,271 | – | 1.22% | – |
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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% |