ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $350,517 | +14.8% | 14,666 | +12.1% | 0.23% | +3.1% |
| Q3 2023 | $305,385 | -0.6% | 13,087 | 0.0% | 0.22% | +2.3% |
| Q2 2023 | $307,152 | -2.8% | 13,087 | -1.7% | 0.22% | -6.0% |
| Q1 2023 | $315,846 | +98911.3% | 13,310 | -2.5% | 0.23% | -9.0% |
| Q4 2022 | $319 | -99.9% | 13,649 | +12.1% | 0.26% | -1.5% |
| Q3 2022 | $281,000 | -7.3% | 12,178 | -3.1% | 0.26% | +4.4% |
| Q2 2022 | $303,000 | – | 12,572 | – | 0.25% | – |
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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% |