ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 252 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,972,630 | +69.1% | 470,225 | +70.1% | 0.02% | +33.3% |
| Q2 2023 | $6,488,004 | -48.0% | 276,442 | -47.5% | 0.01% | -47.8% |
| Q1 2023 | $12,484,234 | +32.9% | 526,107 | +30.8% | 0.02% | +21.1% |
| Q4 2022 | $9,390,887 | +207.5% | 402,258 | +204.2% | 0.02% | +171.4% |
| Q3 2022 | $3,054,000 | +2.2% | 132,213 | +5.2% | 0.01% | 0.0% |
| Q2 2022 | $2,989,000 | +26.5% | 125,648 | +31.0% | 0.01% | +40.0% |
| Q1 2022 | $2,363,000 | +21.9% | 95,882 | +29.0% | 0.01% | +25.0% |
| Q4 2021 | $1,938,000 | +77.3% | 74,334 | +80.1% | 0.00% | +100.0% |
| Q3 2021 | $1,093,000 | -1.9% | 41,268 | -1.4% | 0.00% | 0.0% |
| Q2 2021 | $1,114,000 | +3.3% | 41,855 | +2.3% | 0.00% | -33.3% |
| Q1 2021 | $1,078,000 | -22.9% | 40,905 | -20.7% | 0.00% | -25.0% |
| Q4 2020 | $1,399,000 | +22.7% | 51,597 | +21.3% | 0.00% | +33.3% |
| Q3 2020 | $1,140,000 | -1.6% | 42,521 | -2.0% | 0.00% | -25.0% |
| Q2 2020 | $1,158,000 | +18.2% | 43,373 | +8.6% | 0.00% | 0.0% |
| Q1 2020 | $980,000 | – | 39,928 | – | 0.00% | – |
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% |