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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |