ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 96 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,698,000 | -16.5% | 65,139 | -15.1% | 0.21% | -20.0% |
| Q3 2021 | $2,033,000 | +27.6% | 76,724 | +28.2% | 0.26% | +21.5% |
| Q2 2021 | $1,593,000 | +9.2% | 59,867 | +8.8% | 0.21% | -34.2% |
| Q1 2021 | $1,459,000 | +13.2% | 55,031 | +15.7% | 0.32% | -9.2% |
| Q4 2020 | $1,289,000 | +6.3% | 47,549 | +5.2% | 0.36% | -10.5% |
| Q3 2020 | $1,213,000 | +11.7% | 45,180 | +11.0% | 0.40% | -16.7% |
| Q2 2020 | $1,086,000 | +27.0% | 40,694 | +16.8% | 0.48% | +2.8% |
| Q1 2020 | $855,000 | – | 34,846 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 203,764 | $5,522,000 | 4.23% |
| CAPITAL ADVISORS INC/OK | 3,025,649 | $82,000,000 | 2.92% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 540,662 | $14,652,000 | 2.23% |
| Signature Wealth Management Group | 120,309 | $3,261,000 | 2.06% |
| Gateway Advisory, LLC | 286,959 | $7,777,000 | 1.69% |
| SIGMA INVESTMENT COUNSELORS INC | 698,661 | $18,935,000 | 1.63% |
| Peloton Wealth Strategists | 106,200 | $2,878,000 | 1.43% |
| Praetorian Wealth Management, Inc. | 103,858 | $2,814,000 | 1.08% |
| Capital Investment Advisors, LLC | 563,066 | $15,260,000 | 0.64% |
| WRAPMANAGER INC | 76,735 | $2,080,000 | 0.61% |