ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 148 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,935,177 | +48.8% | 2,054,218 | +49.7% | 0.02% | +54.5% |
| Q2 2023 | $32,206,074 | -15.0% | 1,372,223 | -14.1% | 0.01% | -21.4% |
| Q1 2023 | $37,890,878 | +21.1% | 1,596,750 | +19.2% | 0.01% | +16.7% |
| Q4 2022 | $31,288,463 | +103.3% | 1,339,977 | +101.1% | 0.01% | +71.4% |
| Q3 2022 | $15,393,000 | +15.8% | 666,378 | +19.3% | 0.01% | +40.0% |
| Q2 2022 | $13,292,000 | +14.5% | 558,727 | +18.7% | 0.01% | +25.0% |
| Q1 2022 | $11,605,000 | +1.4% | 470,788 | +7.2% | 0.00% | +33.3% |
| Q4 2021 | $11,450,000 | +3.2% | 439,219 | +4.9% | 0.00% | 0.0% |
| Q3 2021 | $11,098,000 | +4.5% | 418,783 | +5.0% | 0.00% | 0.0% |
| Q2 2021 | $10,618,000 | +23.2% | 399,019 | +22.1% | 0.00% | 0.0% |
| Q1 2021 | $8,616,000 | -2.1% | 326,864 | +0.7% | 0.00% | 0.0% |
| Q4 2020 | $8,797,000 | +6.8% | 324,604 | +5.7% | 0.00% | 0.0% |
| Q3 2020 | $8,234,000 | +6.6% | 307,013 | +6.1% | 0.00% | 0.0% |
| Q2 2020 | $7,721,000 | +12.4% | 289,392 | +3.4% | 0.00% | 0.0% |
| Q1 2020 | $6,871,000 | -21.8% | 279,897 | -18.5% | 0.00% | 0.0% |
| Q4 2019 | $8,781,000 | +10.5% | 343,399 | +10.1% | 0.00% | 0.0% |
| Q3 2019 | $7,944,000 | -10.4% | 311,882 | -11.9% | 0.00% | 0.0% |
| Q2 2019 | $8,867,000 | -12.1% | 353,819 | -14.9% | 0.00% | -25.0% |
| Q1 2019 | $10,084,000 | +8.6% | 416,010 | +3.2% | 0.00% | 0.0% |
| Q4 2018 | $9,287,000 | -17.0% | 403,264 | -16.1% | 0.00% | 0.0% |
| Q3 2018 | $11,190,000 | -1.3% | 480,671 | -1.1% | 0.00% | -20.0% |
| Q2 2018 | $11,336,000 | +33.1% | 486,131 | +35.1% | 0.01% | +25.0% |
| Q1 2018 | $8,517,000 | +12.0% | 359,832 | +16.1% | 0.00% | +33.3% |
| Q4 2017 | $7,603,000 | +144.3% | 309,843 | +145.3% | 0.00% | +200.0% |
| Q3 2017 | $3,112,000 | +144.8% | 126,308 | +143.3% | 0.00% | 0.0% |
| Q2 2017 | $1,271,000 | +139.8% | 51,912 | +134.9% | 0.00% | – |
| Q1 2017 | $530,000 | +1792.9% | 22,100 | +1776.1% | 0.00% | – |
| Q4 2016 | $28,000 | – | 1,178 | – | 0.00% | – |
Download | ||||||
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% |