ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 106 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $136 | 0.0% | 5,808 | 0.0% | 0.01% | +16.7% |
| Q2 2023 | $136 | -9.9% | 5,808 | -8.6% | 0.01% | -14.3% |
| Q1 2023 | $151 | -11.2% | 6,355 | -12.8% | 0.01% | -22.2% |
| Q4 2022 | $170 | -99.9% | 7,289 | -2.5% | 0.01% | -10.0% |
| Q3 2022 | $173,000 | -2.8% | 7,476 | 0.0% | 0.01% | +11.1% |
| Q2 2022 | $178,000 | -32.6% | 7,476 | -30.3% | 0.01% | -18.2% |
| Q1 2022 | $264,000 | -5.7% | 10,723 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $280,000 | -1.4% | 10,723 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $284,000 | -0.4% | 10,723 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $285,000 | +0.7% | 10,723 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $283,000 | -2.7% | 10,723 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $291,000 | – | 10,723 | – | 0.02% | – |
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% |