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 | $1,048,325 | +31.4% | 44,925 | +32.1% | 0.12% | +33.7% |
| Q2 2023 | $797,980 | -1.1% | 34,000 | 0.0% | 0.09% | -8.9% |
| Q1 2023 | $806,820 | +1.6% | 34,000 | 0.0% | 0.10% | -1.0% |
| Q4 2022 | $793,900 | +1.1% | 34,000 | 0.0% | 0.10% | -8.9% |
| Q3 2022 | $785,000 | -3.0% | 34,000 | 0.0% | 0.11% | +1.8% |
| Q2 2022 | $809,000 | -3.5% | 34,000 | 0.0% | 0.11% | -0.9% |
| Q1 2022 | $838,000 | -12.2% | 34,000 | -7.1% | 0.11% | -6.7% |
| Q4 2021 | $954,000 | -1.6% | 36,600 | 0.0% | 0.12% | -11.9% |
| Q3 2021 | $970,000 | -0.4% | 36,600 | 0.0% | 0.14% | -2.2% |
| Q2 2021 | $974,000 | +0.9% | 36,600 | 0.0% | 0.14% | -8.0% |
| Q1 2021 | $965,000 | -2.7% | 36,600 | 0.0% | 0.15% | -23.5% |
| Q4 2020 | $992,000 | +1.0% | 36,600 | 0.0% | 0.20% | -11.7% |
| Q3 2020 | $982,000 | +0.6% | 36,600 | 0.0% | 0.22% | -9.8% |
| Q2 2020 | $976,000 | +8.6% | 36,600 | 0.0% | 0.25% | +2.5% |
| Q1 2020 | $899,000 | -4.0% | 36,600 | 0.0% | 0.24% | +15.4% |
| Q4 2019 | $936,000 | – | 36,600 | – | 0.21% | – |
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% |