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 | $213,749 | -0.6% | 9,160 | 0.0% | 0.17% | +2.5% |
| Q2 2023 | $214,985 | -9.0% | 9,160 | -8.0% | 0.16% | -13.8% |
| Q1 2023 | $236,351 | +1.6% | 9,960 | 0.0% | 0.19% | -2.1% |
| Q4 2022 | $232,566 | +49.1% | 9,960 | +47.3% | 0.19% | +27.2% |
| Q3 2022 | $156,000 | -3.1% | 6,760 | 0.0% | 0.15% | +4.1% |
| Q2 2022 | $161,000 | -3.6% | 6,760 | 0.0% | 0.14% | +4.3% |
| Q1 2022 | $167,000 | -5.1% | 6,760 | 0.0% | 0.14% | -0.7% |
| Q4 2021 | $176,000 | +11.4% | 6,760 | +13.4% | 0.14% | +5.3% |
| Q3 2021 | $158,000 | -0.6% | 5,960 | 0.0% | 0.13% | -0.7% |
| Q2 2021 | $159,000 | +1.3% | 5,960 | 0.0% | 0.13% | -5.0% |
| Q1 2021 | $157,000 | -3.1% | 5,960 | 0.0% | 0.14% | +2.2% |
| Q4 2020 | $162,000 | – | 5,960 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 169,732 | $4,167,000 | 4.49% |
| CAPITAL ADVISORS INC/OK | 2,554,460 | $62,712,000 | 3.40% |
| Signature Wealth Management Group | 118,095 | $2,899,000 | 2.55% |
| Motley Fool Wealth Management, LLC | 1,221,929 | $29,998,000 | 2.17% |
| SIGMA INVESTMENT COUNSELORS INC | 351,979 | $8,641,000 | 1.10% |
| WRAPMANAGER INC | 68,249 | $1,676,000 | 0.75% |
| TLWM | 49,897 | $1,227,000 | 0.72% |
| Peloton Wealth Strategists | 35,500 | $872,000 | 0.71% |
| Timber Creek Capital Management LLC | 39,120 | $960,000 | 0.70% |
| GODSEY & GIBB, INC | 120,215 | $2,951,000 | 0.56% |