ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 128 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |