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 2020 | $29,998,000 | -9.9% | 1,221,929 | -6.1% | 2.17% | +8.5% |
| Q4 2019 | $33,281,000 | -0.6% | 1,301,569 | -1.0% | 2.00% | -9.7% |
| Q3 2019 | $33,477,000 | +31.1% | 1,314,387 | +29.0% | 2.21% | +38.1% |
| Q2 2019 | $25,535,000 | +11.1% | 1,018,939 | +7.5% | 1.60% | +8.2% |
| Q1 2019 | $22,985,000 | +87.9% | 948,230 | +78.5% | 1.48% | +58.7% |
| Q4 2018 | $12,235,000 | -0.9% | 531,259 | +0.1% | 0.93% | +18.0% |
| Q3 2018 | $12,351,000 | +10.9% | 530,521 | +12.7% | 0.79% | -3.9% |
| Q1 2018 | $11,141,000 | +5.9% | 470,685 | +9.8% | 0.82% | +1.6% |
| Q4 2017 | $10,520,000 | – | 428,683 | – | 0.81% | – |
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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% |