ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 109 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,769,287 | -7.5% | 157,711 | -9.7% | 0.52% | -4.9% |
| Q3 2023 | $4,075,977 | +3.0% | 174,672 | +3.6% | 0.55% | -3.3% |
| Q2 2023 | $3,958,836 | +6.0% | 168,676 | +7.2% | 0.57% | -3.4% |
| Q1 2023 | $3,733,980 | +5.7% | 157,353 | +4.0% | 0.59% | -5.5% |
| Q4 2022 | $3,532,792 | +43.0% | 151,297 | +41.5% | 0.62% | +0.3% |
| Q3 2022 | $2,471,000 | +48.1% | 106,952 | +52.5% | 0.62% | +31.9% |
| Q2 2022 | $1,668,000 | +19.0% | 70,120 | +23.3% | 0.47% | +34.7% |
| Q1 2022 | $1,402,000 | -17.6% | 56,879 | -12.9% | 0.35% | -21.2% |
| Q4 2021 | $1,702,000 | +13.9% | 65,288 | +15.8% | 0.44% | -9.2% |
| Q3 2021 | $1,494,000 | +4.2% | 56,359 | +4.6% | 0.49% | +7.7% |
| Q2 2021 | $1,434,000 | +12.7% | 53,888 | +11.7% | 0.45% | -1.1% |
| Q1 2021 | $1,272,000 | -2.6% | 48,241 | +0.1% | 0.46% | -12.4% |
| Q4 2020 | $1,306,000 | – | 48,195 | – | 0.52% | – |
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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% |