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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $866,903 | -0.6% | 37,150 | 0.0% | 0.23% | -8.4% |
| Q2 2023 | $871,922 | -6.0% | 37,150 | -5.0% | 0.25% | -14.9% |
| Q1 2023 | $928,057 | +0.5% | 39,109 | -1.2% | 0.30% | -11.9% |
| Q4 2022 | $923,826 | -71.9% | 39,564 | -72.3% | 0.34% | -76.8% |
| Q3 2022 | $3,284,000 | +245.0% | 142,791 | +256.5% | 1.44% | +295.9% |
| Q2 2022 | $952,000 | -4.0% | 40,048 | -0.4% | 0.36% | +5.5% |
| Q1 2022 | $992,000 | -7.6% | 40,218 | -2.4% | 0.35% | -3.9% |
| Q4 2021 | $1,074,000 | -1.6% | 41,195 | 0.0% | 0.36% | -13.3% |
| Q3 2021 | $1,092,000 | -1.4% | 41,195 | -0.9% | 0.42% | +4.5% |
| Q2 2021 | $1,107,000 | -4.4% | 41,584 | -5.5% | 0.40% | -9.6% |
| Q1 2021 | $1,158,000 | -5.2% | 44,014 | -2.4% | 0.44% | -10.0% |
| Q4 2020 | $1,222,000 | +0.9% | 45,077 | -0.4% | 0.49% | -14.8% |
| Q3 2020 | $1,211,000 | -4.9% | 45,254 | -5.2% | 0.57% | -23.8% |
| Q2 2020 | $1,273,000 | +3.7% | 47,734 | -4.3% | 0.75% | +4.3% |
| Q1 2020 | $1,227,000 | -6.5% | 49,897 | -2.8% | 0.72% | +14.3% |
| Q4 2019 | $1,312,000 | +5.0% | 51,356 | +4.7% | 0.63% | -1.9% |
| Q3 2019 | $1,249,000 | +9.2% | 49,040 | +7.5% | 0.64% | -2.3% |
| Q2 2019 | $1,144,000 | +8.0% | 45,630 | +4.6% | 0.66% | +10.8% |
| Q1 2019 | $1,059,000 | +11.9% | 43,615 | +7.1% | 0.59% | +3.7% |
| Q4 2018 | $946,000 | +5.6% | 40,726 | +6.3% | 0.57% | +10.0% |
| Q3 2018 | $896,000 | +3.2% | 38,325 | +3.6% | 0.52% | -3.9% |
| Q2 2018 | $868,000 | +2.1% | 36,989 | +2.7% | 0.54% | -4.1% |
| Q1 2018 | $850,000 | – | 36,028 | – | 0.56% | – |
Download | ||||||
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% |