ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 252 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,350,537 | +11.2% | 100,730 | +11.8% | 0.49% | +13.1% |
| Q2 2023 | $2,113,872 | +30.8% | 90,067 | +32.3% | 0.43% | +21.6% |
| Q1 2023 | $1,615,538 | +13.8% | 68,080 | +12.0% | 0.36% | +5.6% |
| Q4 2022 | $1,419,400 | -11.5% | 60,788 | -12.4% | 0.34% | -16.7% |
| Q3 2022 | $1,604,000 | +6.9% | 69,418 | +10.1% | 0.41% | +17.3% |
| Q2 2022 | $1,500,000 | +517.3% | 63,063 | +539.8% | 0.35% | +592.0% |
| Q1 2022 | $243,000 | -5.4% | 9,856 | 0.0% | 0.05% | -5.7% |
| Q4 2021 | $257,000 | +12.2% | 9,856 | +14.2% | 0.05% | +3.9% |
| Q3 2021 | $229,000 | – | 8,630 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 255,622 | $6,774,000 | 3.96% |
| CAPITAL ADVISORS INC/OK | 3,695,265 | $97,925,000 | 2.91% |
| 4Thought Financial Group Inc. | 123,623 | $3,276,000 | 2.84% |
| Sound View Wealth Advisors Group, LLC | 439,163 | $11,638,000 | 2.43% |
| Peloton Wealth Strategists | 203,200 | $5,385,000 | 2.20% |
| SIGMA INVESTMENT COUNSELORS INC | 1,041,658 | $27,604,000 | 2.04% |
| Aptus Capital Advisors, LLC | 2,974,280 | $78,818,000 | 2.03% |
| Signature Wealth Management Group | 124,847 | $3,308,000 | 1.84% |
| Gateway Advisory, LLC | 303,542 | $8,044,000 | 1.67% |
| IRON Financial LLC | 121,533 | $3,221,000 | 1.54% |