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 | $23,551,964 | +19.4% | 1,009,298 | +20.1% | 2.93% | +13.3% |
| Q2 2023 | $19,720,022 | +2.8% | 840,222 | +3.9% | 2.58% | -1.8% |
| Q1 2023 | $19,186,735 | +55.2% | 808,543 | +52.7% | 2.63% | +0.7% |
| Q4 2022 | $12,365,031 | +0.9% | 529,552 | -0.2% | 2.62% | -4.8% |
| Q3 2022 | $12,254,000 | -1.9% | 530,462 | +1.0% | 2.75% | +5.1% |
| Q2 2022 | $12,492,000 | -3.2% | 525,109 | +0.3% | 2.62% | +6.6% |
| Q1 2022 | $12,899,000 | +6.2% | 523,281 | +12.4% | 2.45% | +6.8% |
| Q4 2021 | $12,142,000 | +4.3% | 465,750 | +6.1% | 2.30% | -5.6% |
| Q3 2021 | $11,638,000 | +48.0% | 439,163 | +48.6% | 2.43% | +47.1% |
| Q2 2021 | $7,863,000 | +863.6% | 295,476 | +854.9% | 1.65% | +770.0% |
| Q1 2021 | $816,000 | +2.8% | 30,943 | +5.6% | 0.19% | -2.1% |
| Q4 2020 | $794,000 | +0.8% | 29,293 | -0.3% | 0.19% | -6.7% |
| Q3 2020 | $788,000 | -0.1% | 29,390 | -0.7% | 0.21% | -6.3% |
| Q2 2020 | $789,000 | +7.8% | 29,588 | -0.7% | 0.22% | -12.3% |
| Q1 2020 | $732,000 | +1.7% | 29,800 | +5.8% | 0.25% | +24.6% |
| Q4 2019 | $720,000 | +23.1% | 28,172 | +22.7% | 0.20% | +16.7% |
| Q3 2019 | $585,000 | +89.3% | 22,968 | +86.3% | 0.17% | +91.2% |
| Q2 2019 | $309,000 | – | 12,328 | – | 0.09% | – |
Download | ||||||
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% |