ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 203 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
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% |