ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 116 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,023 | -5.8% | 13,800 | -5.2% | 0.08% | -5.7% |
| Q2 2023 | $341,770 | -1.1% | 14,562 | 0.0% | 0.09% | -6.4% |
| Q1 2023 | $345,556 | -9.6% | 14,562 | -11.0% | 0.09% | -6.9% |
| Q4 2022 | $382,053 | +1.1% | 16,362 | 0.0% | 0.10% | -6.5% |
| Q3 2022 | $377,962 | -2.9% | 16,362 | 0.0% | 0.11% | 0.0% |
| Q2 2022 | $389,252 | -5.8% | 16,362 | -2.4% | 0.11% | +5.9% |
| Q1 2022 | $413,183 | -0.9% | 16,762 | +4.8% | 0.10% | -4.7% |
| Q4 2021 | $417,120 | +6.4% | 16,000 | +8.1% | 0.11% | -4.5% |
| Q3 2021 | $392,200 | -0.4% | 14,800 | 0.0% | 0.11% | -1.8% |
| Q2 2021 | $393,828 | +1.6% | 14,800 | +0.7% | 0.11% | -9.5% |
| Q1 2021 | $387,492 | – | 14,700 | – | 0.13% | – |
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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% |