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 | $4,383,036 | +3.1% | 187,831 | +3.7% | 1.39% | +6.1% |
| Q2 2023 | $4,250,815 | +1.1% | 181,117 | +2.2% | 1.31% | -3.9% |
| Q1 2023 | $4,203,389 | +6.7% | 177,134 | +5.0% | 1.37% | -3.7% |
| Q4 2022 | $3,938,958 | +8.1% | 168,692 | +6.9% | 1.42% | +3.8% |
| Q3 2022 | $3,645,000 | -2.5% | 157,829 | +0.5% | 1.37% | -0.4% |
| Q2 2022 | $3,737,000 | +0.9% | 157,109 | +4.5% | 1.37% | +8.7% |
| Q1 2022 | $3,705,000 | -0.3% | 150,315 | +5.5% | 1.26% | +4.6% |
| Q4 2021 | $3,715,000 | +5.7% | 142,511 | +7.4% | 1.21% | +1.2% |
| Q3 2021 | $3,516,000 | +4.7% | 132,673 | +5.1% | 1.19% | +6.2% |
| Q2 2021 | $3,358,000 | +8.3% | 126,201 | +7.2% | 1.12% | +2.7% |
| Q1 2021 | $3,101,000 | +10.2% | 117,674 | +13.3% | 1.09% | +1.7% |
| Q4 2020 | $2,814,000 | +69.2% | 103,858 | +67.5% | 1.08% | +46.5% |
| Q3 2020 | $1,663,000 | +32.1% | 62,015 | +31.4% | 0.73% | +19.2% |
| Q2 2020 | $1,259,000 | – | 47,201 | – | 0.62% | – |
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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% |