ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 216 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $291,000 | 0.0% | 11,628 | 0.0% | 0.04% | +13.2% |
| Q2 2022 | $291,000 | +20.7% | 11,628 | +20.8% | 0.04% | +52.0% |
| Q1 2022 | $241,000 | -17.5% | 9,628 | -17.2% | 0.02% | -10.7% |
| Q4 2021 | $292,000 | +0.3% | 11,628 | +1.1% | 0.03% | -12.5% |
| Q3 2021 | $291,000 | -0.3% | 11,500 | 0.0% | 0.03% | -3.0% |
| Q2 2021 | $292,000 | -0.3% | 11,500 | 0.0% | 0.03% | -13.2% |
| Q1 2021 | $293,000 | +20.1% | 11,500 | +21.1% | 0.04% | -20.8% |
| Q2 2020 | $244,000 | +3.4% | 9,500 | 0.0% | 0.05% | -12.7% |
| Q1 2020 | $236,000 | +9.8% | 9,500 | +11.8% | 0.06% | +44.7% |
| Q4 2019 | $215,000 | – | 8,500 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPITAL ADVISORS INC/OK | 3,076,075 | $76,840,000 | 4.50% |
| Matthew Goff Investment Advisor, LLC | 265,688 | $6,637,000 | 2.86% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,350 | $2,931,000 | 2.18% |
| Day & Ennis, LLC | 91,922 | $2,296,000 | 1.88% |
| Signature Wealth Management Group | 99,710 | $2,491,000 | 1.83% |
| Gateway Advisory, LLC | 226,964 | $5,670,000 | 1.57% |
| CORDA Investment Management, LLC. | 508,640 | $12,705,000 | 1.52% |
| LYELL WEALTH MANAGEMENT, LP | 93,403 | $2,333,000 | 0.93% |
| Camelot Portfolios, LLC | 73,195 | $1,828,000 | 0.86% |
| Timber Creek Capital Management LLC | 47,091 | $1,176,000 | 0.73% |