ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 252 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,584 | +63.1% | 625 | +64.0% | 0.00% | – |
Q2 2023 | $8,942 | -68.6% | 381 | -68.2% | 0.00% | – |
Q1 2023 | $28,476 | +220.1% | 1,200 | +215.0% | 0.00% | – |
Q4 2022 | $8,896 | +789.6% | 381 | +618.9% | 0.00% | – |
Q3 2022 | $1,000 | 0.0% | 53 | +47.2% | 0.00% | – |
Q2 2022 | $1,000 | -87.5% | 36 | -88.5% | 0.00% | – |
Q1 2022 | $8,000 | +60.0% | 314 | +54.7% | 0.00% | – |
Q4 2021 | $5,000 | -28.6% | 203 | -26.2% | 0.00% | – |
Q3 2021 | $7,000 | -12.5% | 275 | -10.7% | 0.00% | – |
Q2 2021 | $8,000 | -27.3% | 308 | -28.9% | 0.00% | – |
Q1 2021 | $11,000 | +37.5% | 433 | +45.3% | 0.00% | – |
Q4 2020 | $8,000 | 0.0% | 298 | -2.6% | 0.00% | – |
Q3 2020 | $8,000 | -70.4% | 306 | -70.0% | 0.00% | – |
Q2 2020 | $27,000 | – | 1,021 | +11244.4% | 0.00% | – |
Q4 2019 | $0 | -100.0% | 9 | -60.9% | 0.00% | – |
Q3 2019 | $1,000 | – | 23 | +2200.0% | 0.00% | – |
Q4 2018 | $0 | – | 1 | – | 0.00% | – |
Download |
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% |