ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 96 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $739,387 | -4.0% | 31,503 | -2.9% | 0.07% | -6.3% |
| Q1 2023 | $770,063 | +10.7% | 32,451 | +8.9% | 0.08% | +5.3% |
| Q4 2022 | $695,667 | +20.8% | 29,793 | +19.4% | 0.08% | +8.7% |
| Q3 2022 | $576,000 | -4.3% | 24,951 | -1.4% | 0.07% | 0.0% |
| Q2 2022 | $602,000 | +88.7% | 25,311 | +95.4% | 0.07% | +102.9% |
| Q1 2022 | $319,000 | -5.6% | 12,951 | 0.0% | 0.03% | -2.9% |
| Q4 2021 | $338,000 | +50.2% | 12,951 | +52.5% | 0.04% | +34.6% |
| Q3 2021 | $225,000 | -0.4% | 8,493 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $226,000 | +30.6% | 8,493 | +29.6% | 0.03% | +22.7% |
| Q1 2021 | $173,000 | +98.9% | 6,553 | +103.6% | 0.02% | +83.3% |
| Q4 2020 | $87,000 | +24.3% | 3,218 | +22.9% | 0.01% | +9.1% |
| Q3 2020 | $70,000 | – | 2,618 | – | 0.01% | – |
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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% |