ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 335 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,976,336 | +7.1% | 292,879 | +7.2% | 0.28% | -3.1% |
| Q1 2024 | $6,514,578 | +4.0% | 273,146 | +4.2% | 0.29% | -3.4% |
| Q4 2023 | $6,262,680 | +84.4% | 262,037 | +80.0% | 0.30% | +93.5% |
| 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 | 225,305 | $5,939,000 | 4.09% |
| CAPITAL ADVISORS INC/OK | 3,324,727 | $87,640,000 | 2.87% |
| 4Thought Financial Group Inc. | 107,615 | $2,837,000 | 2.74% |
| Gateway Advisory, LLC | 294,889 | $7,773,000 | 1.97% |
| Signature Wealth Management Group | 122,729 | $3,235,000 | 1.90% |
| Peloton Wealth Strategists | 149,700 | $3,946,000 | 1.85% |
| SIGMA INVESTMENT COUNSELORS INC | 862,197 | $22,728,000 | 1.84% |
| Bradley & Co. Private Wealth Management, LLC | 51,567 | $1,359,000 | 1.25% |
| Praetorian Wealth Management, Inc. | 117,674 | $3,101,000 | 1.09% |
| NovaPoint Capital, LLC | 57,046 | $1,504,000 | 0.70% |