ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 252 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,311 | -6.9% | 16,555 | -6.4% | 0.25% | -4.2% |
| Q2 2023 | $414,997 | -2.3% | 17,682 | -1.3% | 0.26% | -1.9% |
| Q1 2023 | $424,909 | +0.5% | 17,906 | -1.1% | 0.26% | -0.4% |
| Q4 2022 | $422,962 | -0.0% | 18,114 | -1.0% | 0.26% | -9.9% |
| Q3 2022 | $423,000 | -6.0% | 18,294 | -3.4% | 0.29% | +1.0% |
| Q2 2022 | $450,000 | -4.9% | 18,930 | -1.3% | 0.29% | +14.6% |
| Q1 2022 | $473,000 | -4.4% | 19,181 | +1.0% | 0.25% | -3.8% |
| Q4 2021 | $495,000 | -0.4% | 18,989 | +1.3% | 0.26% | -8.3% |
| Q3 2021 | $497,000 | -5.2% | 18,748 | -4.8% | 0.29% | -1.7% |
| Q2 2021 | $524,000 | +6.7% | 19,683 | +5.6% | 0.29% | +2.4% |
| Q1 2021 | $491,000 | +57.9% | 18,640 | +62.3% | 0.29% | +38.2% |
| Q4 2020 | $311,000 | -1.0% | 11,487 | -1.9% | 0.21% | -10.0% |
| Q3 2020 | $314,000 | – | 11,711 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 7,281,389 | $179,486,000 | 4.47% |
| Karp Capital Management Corp | 819,811 | $20,208,000 | 2.94% |
| 4Thought Financial Group Inc. | 128,849 | $3,176,000 | 2.82% |
| CAPITAL ADVISORS INC/OK | 3,864,274 | $95,254,000 | 2.61% |
| PFG Private Wealth Management, LLC | 199,655 | $4,922,000 | 2.53% |
| Sound View Wealth Advisors Group, LLC | 523,281 | $12,899,000 | 2.45% |
| Peloton Wealth Strategists | 225,700 | $5,564,000 | 2.32% |
| Legacy CG, LLC | 132,333 | $3,262,000 | 2.12% |
| RVW Wealth, LLC | 737,984 | $18,191,000 | 2.10% |
| IRON Financial LLC | 182,038 | $4,487,000 | 2.07% |