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 | $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 ↓ |
|---|---|---|---|
| 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% |