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 | $3,108,922 | +4.4% | 133,230 | +5.0% | 2.10% | +2.9% |
| Q2 2023 | $2,977,287 | +0.6% | 126,855 | +1.7% | 2.04% | +0.6% |
| Q1 2023 | $2,959,487 | +5.5% | 124,715 | +3.8% | 2.03% | +4.4% |
| Q4 2022 | $2,805,269 | +38.5% | 120,140 | +37.0% | 1.94% | +28.6% |
| Q3 2022 | $2,026,000 | +115079.1% | 87,715 | +18.6% | 1.51% | -10.6% |
| Q2 2022 | $1,759 | -99.9% | 73,935 | -8.0% | 1.69% | -3.8% |
| Q1 2022 | $1,964,000 | +2.5% | 80,375 | +9.3% | 1.76% | +1.9% |
| Q4 2021 | $1,917,000 | – | 73,550 | – | 1.72% | – |
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% |