ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 129 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,888 | -1.0% | 10,923 | 0.0% | 0.07% | +4.4% |
| Q2 2023 | $257,346 | -15.1% | 10,923 | -14.5% | 0.07% | -23.6% |
| Q1 2023 | $303,174 | -1.8% | 12,776 | -3.4% | 0.09% | -10.1% |
| Q4 2022 | $308,710 | +16.1% | 13,221 | +14.5% | 0.10% | +10.0% |
| Q3 2022 | $266,000 | -3.3% | 11,550 | 0.0% | 0.09% | +2.3% |
| Q2 2022 | $275,000 | -22.5% | 11,550 | -19.8% | 0.09% | -9.3% |
| Q1 2022 | $355,000 | -5.6% | 14,408 | 0.0% | 0.10% | -5.8% |
| Q4 2021 | $376,000 | -4.3% | 14,408 | -2.8% | 0.10% | -12.7% |
| Q3 2021 | $393,000 | -0.3% | 14,822 | 0.0% | 0.12% | +9.3% |
| Q2 2021 | $394,000 | +8.2% | 14,822 | +7.2% | 0.11% | +42.1% |
| Q1 2021 | $364,000 | +48.0% | 13,822 | +52.5% | 0.08% | +38.2% |
| Q4 2020 | $246,000 | +1.2% | 9,066 | 0.0% | 0.06% | -11.3% |
| Q3 2020 | $243,000 | – | 9,066 | – | 0.06% | – |
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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% |