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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $173,000 | -4.9% | 7,000 | 0.0% | 0.06% | -11.3% |
| Q4 2021 | $182,000 | -2.2% | 7,000 | 0.0% | 0.07% | -13.4% |
| Q3 2021 | $186,000 | 0.0% | 7,000 | 0.0% | 0.08% | +1.2% |
| Q2 2021 | $186,000 | +0.5% | 7,000 | 0.0% | 0.08% | -8.0% |
| Q1 2021 | $185,000 | -2.6% | 7,000 | 0.0% | 0.09% | -8.3% |
| Q4 2020 | $190,000 | +1.1% | 7,000 | 0.0% | 0.10% | -14.3% |
| Q3 2020 | $188,000 | +0.5% | 7,000 | 0.0% | 0.11% | -8.9% |
| Q2 2020 | $187,000 | +8.7% | 7,000 | 0.0% | 0.12% | -11.5% |
| Q1 2020 | $172,000 | -3.9% | 7,000 | 0.0% | 0.14% | +21.9% |
| Q4 2019 | $179,000 | – | 7,000 | – | 0.11% | – |
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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% |