ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 226 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,180,627 | +12.8% | 222,011 | +13.4% | 0.70% | +18.7% |
| Q2 2023 | $4,594,769 | +18.8% | 195,772 | +20.1% | 0.59% | +8.5% |
| Q1 2023 | $3,866,614 | +13.9% | 162,942 | +12.1% | 0.54% | +0.9% |
| Q4 2022 | $3,394,086 | +29.4% | 145,357 | +28.0% | 0.54% | +19.9% |
| Q3 2022 | $2,623,000 | +17.4% | 113,537 | +20.9% | 0.45% | +22.8% |
| Q2 2022 | $2,234,000 | +115.2% | 93,899 | +122.9% | 0.36% | +171.6% |
| Q1 2022 | $1,038,000 | -5.9% | 42,124 | -0.5% | 0.13% | +6.3% |
| Q4 2021 | $1,103,000 | +1.8% | 42,319 | +3.4% | 0.13% | -4.5% |
| Q3 2021 | $1,084,000 | +4.6% | 40,919 | +5.1% | 0.13% | +3.1% |
| Q2 2021 | $1,036,000 | +58.4% | 38,919 | +56.9% | 0.13% | +34.7% |
| Q1 2021 | $654,000 | +32.7% | 24,805 | +36.4% | 0.10% | +20.3% |
| Q4 2020 | $493,000 | – | 18,189 | – | 0.08% | – |
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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% |