ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 203 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $906,915 | +3.1% | 38,865 | +3.7% | 0.67% | +6.7% |
| Q2 2023 | $879,914 | -11.2% | 37,491 | -10.2% | 0.63% | -3.8% |
| Q1 2023 | $991,012 | +18.1% | 41,762 | +16.2% | 0.65% | +20.8% |
| Q4 2022 | $839,269 | +1.9% | 35,943 | +0.8% | 0.54% | -3.9% |
| Q3 2022 | $824,000 | +30.2% | 35,673 | +34.2% | 0.56% | -58.8% |
| Q2 2022 | $633,000 | – | 26,588 | – | 1.36% | – |
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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% |