ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 149 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,775,412 | -6.0% | 914,165 | -5.9% | 1.47% | -8.5% |
| Q1 2024 | $23,173,041 | -3.0% | 971,616 | -2.8% | 1.61% | -8.3% |
| Q4 2023 | $23,896,388 | -0.2% | 999,849 | -2.6% | 1.75% | -9.4% |
| Q3 2023 | $23,954,355 | -0.3% | 1,026,542 | +0.2% | 1.94% | -0.2% |
| Q2 2023 | $24,037,515 | +0.1% | 1,024,180 | +1.2% | 1.94% | -6.2% |
| Q1 2023 | $24,010,228 | +5.7% | 1,011,809 | +4.0% | 2.07% | +3.8% |
| Q4 2022 | $22,725,063 | +48.9% | 973,236 | +47.3% | 1.99% | +33.0% |
| Q3 2022 | $15,260,000 | +29.5% | 660,591 | +33.3% | 1.50% | +30.0% |
| Q2 2022 | $11,787,000 | – | 495,459 | – | 1.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 174,027 | $4,643,000 | 4.37% |
| CAPITAL ADVISORS INC/OK | 2,806,256 | $75,881,000 | 3.16% |
| Signature Wealth Management Group | 117,721 | $3,141,000 | 2.40% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 463,631 | $12,375,000 | 2.20% |
| Gateway Advisory, LLC | 274,326 | $7,319,000 | 2.15% |
| SIGMA INVESTMENT COUNSELORS INC | 427,835 | $11,415,000 | 1.21% |
| Peloton Wealth Strategists | 46,500 | $1,241,000 | 0.78% |
| TLWM | 47,734 | $1,273,000 | 0.75% |
| WRAPMANAGER INC | 72,409 | $1,932,000 | 0.72% |
| Timber Creek Capital Management LLC | 38,620 | $1,030,000 | 0.65% |