ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 106 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,396,482 | -53.7% | 145,554 | -53.6% | 0.15% | -5.0% |
| Q2 2023 | $7,335,500 | +63.1% | 313,950 | +62.3% | 0.16% | -17.9% |
| Q1 2023 | $4,498,307 | +138096.8% | 193,393 | +39.0% | 0.20% | +125.3% |
| Q4 2022 | $3,255 | -98.3% | 139,142 | +1601.0% | 0.09% | +1640.0% |
| Q3 2022 | $190,000 | +143.6% | 8,180 | +172.0% | 0.01% | +150.0% |
| Q4 2021 | $78,000 | -2.5% | 3,007 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $80,000 | 0.0% | 3,007 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $80,000 | – | 3,007 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $34,000 | -49.3% | 1,480 | -48.5% | 0.00% | -33.3% |
| Q3 2018 | $67,000 | +42.6% | 2,872 | +42.2% | 0.00% | +50.0% |
| Q2 2018 | $47,000 | -6.0% | 2,020 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $50,000 | 0.0% | 2,020 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $50,000 | +212.5% | 2,020 | +215.6% | 0.00% | +100.0% |
| Q3 2017 | $16,000 | – | 640 | – | 0.00% | – |
Download | ||||||
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% |