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 | $18,878 | -0.6% | 809 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $18,987 | -15.7% | 809 | -14.8% | 0.01% | -12.5% |
| Q1 2023 | $22,520 | -39.6% | 949 | -40.5% | 0.01% | -42.9% |
| Q4 2022 | $37,267 | -99.9% | 1,596 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $36,868,000 | -2.9% | 1,596 | 0.0% | 0.02% | +6.7% |
| Q2 2022 | $37,969,000 | -1.9% | 1,596 | 0.0% | 0.02% | +7.1% |
| Q1 2022 | $38,706,000 | -7.0% | 1,596 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $41,608,000 | -1.6% | 1,596 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $42,294,000 | -0.4% | 1,596 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $42,470,000 | -9.7% | 1,596 | -10.6% | 0.02% | -10.5% |
| Q1 2021 | $47,053,000 | -2.7% | 1,785 | 0.0% | 0.02% | -17.4% |
| Q4 2020 | $48,376,000 | +1.0% | 1,785 | 0.0% | 0.02% | -8.0% |
| Q3 2020 | $47,874,000 | +0.5% | 1,785 | 0.0% | 0.02% | -7.4% |
| Q2 2020 | $47,624,000 | +108136.4% | 1,785 | 0.0% | 0.03% | -10.0% |
| Q1 2020 | $44,000 | -4.3% | 1,785 | 0.0% | 0.03% | +25.0% |
| Q4 2019 | $46,000 | – | 1,785 | – | 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% |