ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 226 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,476,910 | -2.3% | 791,811 | -1.8% | 0.03% | 0.0% |
| Q2 2023 | $18,915,013 | +6.3% | 805,923 | +7.5% | 0.03% | 0.0% |
| Q1 2023 | $17,787,936 | +15.5% | 749,597 | +13.7% | 0.03% | +11.1% |
| Q4 2022 | $15,395,798 | -6.1% | 659,349 | -7.1% | 0.03% | -20.6% |
| Q3 2022 | $16,393,000 | +3.3% | 709,652 | +6.4% | 0.03% | +9.7% |
| Q2 2022 | $15,869,000 | +4.1% | 667,030 | +7.9% | 0.03% | +24.0% |
| Q1 2022 | $15,239,000 | -12.7% | 618,209 | -7.6% | 0.02% | -10.7% |
| Q4 2021 | $17,446,000 | +24.7% | 669,200 | +26.8% | 0.03% | +7.7% |
| Q3 2021 | $13,987,000 | -1.2% | 527,824 | -0.8% | 0.03% | -3.7% |
| Q2 2021 | $14,152,000 | +22.2% | 531,819 | +21.1% | 0.03% | +17.4% |
| Q1 2021 | $11,580,000 | +2.0% | 439,318 | +4.9% | 0.02% | -4.2% |
| Q4 2020 | $11,350,000 | +22.4% | 418,796 | +21.1% | 0.02% | +4.3% |
| Q3 2020 | $9,273,000 | +90.1% | 345,710 | +89.0% | 0.02% | +76.9% |
| Q2 2020 | $4,879,000 | +77.4% | 182,891 | +63.2% | 0.01% | +44.4% |
| Q1 2020 | $2,751,000 | +0.5% | 112,050 | +4.7% | 0.01% | +28.6% |
| Q4 2019 | $2,737,000 | +18.5% | 107,033 | +18.1% | 0.01% | +16.7% |
| Q3 2019 | $2,309,000 | +12.9% | 90,666 | +11.1% | 0.01% | 0.0% |
| Q2 2019 | $2,046,000 | +3.9% | 81,611 | +0.4% | 0.01% | 0.0% |
| Q1 2019 | $1,970,000 | -3.3% | 81,270 | -8.1% | 0.01% | -14.3% |
| Q4 2018 | $2,037,000 | +17.6% | 88,466 | +18.9% | 0.01% | +40.0% |
| Q3 2018 | $1,732,000 | +24.8% | 74,404 | +25.0% | 0.01% | +25.0% |
| Q2 2018 | $1,388,000 | +53.5% | 59,531 | +56.0% | 0.00% | +33.3% |
| Q1 2018 | $904,000 | +58.9% | 38,170 | +64.7% | 0.00% | +50.0% |
| Q4 2017 | $569,000 | +67.8% | 23,169 | +68.8% | 0.00% | +100.0% |
| Q3 2017 | $339,000 | – | 13,729 | – | 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% |