ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 80 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,564,983 | +2.2% | 233,626 | +2.3% | 1.01% | -3.7% |
| Q1 2024 | $5,444,493 | -1.1% | 228,281 | -0.9% | 1.05% | -4.3% |
| Q4 2023 | $5,507,025 | +0.1% | 230,419 | -2.3% | 1.10% | -10.2% |
| Q3 2023 | $5,502,217 | +13.6% | 235,792 | +13.7% | 1.22% | +5.3% |
| Q2 2023 | $4,841,589 | 0.0% | 207,349 | 0.0% | 1.16% | -1.3% |
| Q1 2023 | $4,841,589 | +0.0% | 207,349 | 0.0% | 1.17% | +0.3% |
| Q4 2022 | $4,841,588 | +9.0% | 207,349 | +6.9% | 1.17% | +2.2% |
| Q3 2022 | $4,443,000 | +3.4% | 193,948 | +8.7% | 1.14% | +6.6% |
| Q2 2022 | $4,295,000 | +28.7% | 178,373 | +31.8% | 1.07% | +40.2% |
| Q1 2022 | $3,337,000 | -2.6% | 135,386 | +3.0% | 0.77% | -6.5% |
| Q4 2021 | $3,427,000 | +1.1% | 131,444 | +2.7% | 0.82% | -8.3% |
| Q3 2021 | $3,390,000 | +26.3% | 127,940 | +26.8% | 0.89% | +26.8% |
| Q2 2021 | $2,685,000 | +18.4% | 100,901 | +17.3% | 0.70% | +7.6% |
| Q1 2021 | $2,268,000 | +46.0% | 86,027 | +50.1% | 0.65% | +32.7% |
| Q4 2020 | $1,553,000 | +4.1% | 57,318 | +3.0% | 0.49% | +69.4% |
| Q3 2020 | $1,492,000 | +46.9% | 55,645 | +46.2% | 0.29% | -24.2% |
| Q2 2020 | $1,016,000 | +80.5% | 38,065 | +66.0% | 0.38% | +41.2% |
| Q1 2020 | $563,000 | +25.1% | 22,934 | +30.2% | 0.27% | +49.5% |
| Q4 2019 | $450,000 | +6.1% | 17,618 | +5.8% | 0.18% | +25.5% |
| Q3 2019 | $424,000 | +393.0% | 16,648 | +386.5% | 0.14% | +326.5% |
| Q2 2019 | $86,000 | +352.6% | 3,422 | +344.4% | 0.03% | +325.0% |
| Q1 2019 | $19,000 | +5.6% | 770 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $18,000 | – | 770 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 174,027 | $4,643,000 | 4.37% |
| CAPITAL ADVISORS INC/OK | 2,806,256 | $75,881,000 | 3.16% |
| Signature Wealth Management Group | 117,721 | $3,141,000 | 2.40% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 463,631 | $12,375,000 | 2.20% |
| Gateway Advisory, LLC | 274,326 | $7,319,000 | 2.15% |
| SIGMA INVESTMENT COUNSELORS INC | 427,835 | $11,415,000 | 1.21% |
| Peloton Wealth Strategists | 46,500 | $1,241,000 | 0.78% |
| TLWM | 47,734 | $1,273,000 | 0.75% |
| WRAPMANAGER INC | 72,409 | $1,932,000 | 0.72% |
| Timber Creek Capital Management LLC | 38,620 | $1,030,000 | 0.65% |