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 | $1,783,727 | +10.8% | 76,440 | +11.7% | 0.36% | +17.0% |
| Q2 2023 | $1,609,356 | +16.0% | 68,454 | +17.4% | 0.30% | +5.5% |
| Q1 2023 | $1,387,693 | +21.6% | 58,306 | +19.3% | 0.29% | +10.3% |
| Q4 2022 | $1,140,906 | -39.8% | 48,861 | -40.4% | 0.26% | -46.4% |
| Q3 2022 | $1,895,000 | -3.8% | 82,046 | -0.9% | 0.49% | -1.2% |
| Q2 2022 | $1,970,000 | -1.2% | 82,819 | +1.4% | 0.50% | +11.5% |
| Q1 2022 | $1,994,000 | +3.2% | 81,673 | +10.2% | 0.44% | +0.5% |
| Q4 2021 | $1,932,000 | -0.6% | 74,113 | +1.0% | 0.44% | -3.5% |
| Q3 2021 | $1,944,000 | +7.2% | 73,356 | +7.6% | 0.46% | +0.7% |
| Q2 2021 | $1,814,000 | +6.4% | 68,158 | +5.9% | 0.46% | +0.4% |
| Q1 2021 | $1,705,000 | +13.0% | 64,333 | +14.9% | 0.45% | +30.5% |
| Q4 2020 | $1,509,000 | -0.1% | 55,976 | -0.7% | 0.35% | -14.3% |
| Q3 2020 | $1,511,000 | +14.4% | 56,354 | +13.8% | 0.40% | +3.1% |
| Q2 2020 | $1,321,000 | +83.7% | 49,521 | +69.1% | 0.39% | +39.9% |
| Q1 2020 | $719,000 | +15.4% | 29,278 | +20.2% | 0.28% | +30.7% |
| Q4 2019 | $623,000 | +129.9% | 24,358 | +128.8% | 0.22% | +112.9% |
| Q3 2019 | $271,000 | +8.4% | 10,647 | +6.7% | 0.10% | +11.0% |
| Q2 2019 | $250,000 | +20.8% | 9,974 | +17.1% | 0.09% | +19.7% |
| Q1 2019 | $207,000 | -10.8% | 8,519 | -15.4% | 0.08% | -18.3% |
| Q4 2018 | $232,000 | +20.2% | 10,070 | +21.8% | 0.09% | +32.9% |
| Q3 2018 | $193,000 | +28.7% | 8,269 | +28.8% | 0.07% | +32.1% |
| Q2 2018 | $150,000 | +2.7% | 6,421 | +7.8% | 0.05% | -13.1% |
| Q1 2018 | $146,000 | +484.0% | 5,955 | +475.9% | 0.06% | +577.8% |
| Q1 2017 | $25,000 | – | 1,034 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 203,764 | $5,522,000 | 4.23% |
| CAPITAL ADVISORS INC/OK | 3,025,649 | $82,000,000 | 2.92% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 540,662 | $14,652,000 | 2.23% |
| Signature Wealth Management Group | 120,309 | $3,261,000 | 2.06% |
| Gateway Advisory, LLC | 286,959 | $7,777,000 | 1.69% |
| SIGMA INVESTMENT COUNSELORS INC | 698,661 | $18,935,000 | 1.63% |
| Peloton Wealth Strategists | 106,200 | $2,878,000 | 1.43% |
| Praetorian Wealth Management, Inc. | 103,858 | $2,814,000 | 1.08% |
| Capital Investment Advisors, LLC | 563,066 | $15,260,000 | 0.64% |
| WRAPMANAGER INC | 76,735 | $2,080,000 | 0.61% |