ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 96 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,553,103 | +17.5% | 237,973 | +18.1% | 0.16% | +21.2% |
| Q2 2023 | $4,727,816 | -26.4% | 201,441 | -25.6% | 0.13% | -29.8% |
| Q1 2023 | $6,423,356 | +0.9% | 270,685 | -0.7% | 0.19% | -4.1% |
| Q4 2022 | $6,364,580 | +3.9% | 272,573 | +2.8% | 0.20% | -6.7% |
| Q3 2022 | $6,127,000 | +0.6% | 265,262 | +3.7% | 0.21% | +4.5% |
| Q2 2022 | $6,088,000 | -4.4% | 255,905 | -1.0% | 0.20% | +10.4% |
| Q1 2022 | $6,371,000 | -3.5% | 258,456 | +2.0% | 0.18% | -2.2% |
| Q4 2021 | $6,604,000 | +0.6% | 253,313 | +2.3% | 0.19% | -20.5% |
| Q3 2021 | $6,563,000 | -2.3% | 247,631 | -1.9% | 0.23% | -4.1% |
| Q2 2021 | $6,719,000 | +1.5% | 252,482 | +0.6% | 0.24% | -5.8% |
| Q1 2021 | $6,618,000 | -3.0% | 251,064 | -0.3% | 0.26% | -7.2% |
| Q4 2020 | $6,826,000 | +4.5% | 251,863 | +3.5% | 0.28% | -5.7% |
| Q3 2020 | $6,529,000 | +2.4% | 243,453 | +1.8% | 0.30% | -7.5% |
| Q2 2020 | $6,378,000 | +48.4% | 239,060 | +36.5% | 0.32% | +21.7% |
| Q1 2020 | $4,299,000 | +5.4% | 175,114 | +9.8% | 0.26% | +25.8% |
| Q4 2019 | $4,078,000 | +28.1% | 159,490 | +27.6% | 0.21% | +16.8% |
| Q3 2019 | $3,183,000 | +87.6% | 124,985 | +83.0% | 0.18% | +84.5% |
| Q2 2019 | $1,697,000 | +199.8% | 68,300 | +192.5% | 0.10% | +185.3% |
| Q1 2019 | $566,000 | -0.4% | 23,350 | -5.5% | 0.03% | -10.5% |
| Q4 2018 | $568,000 | -46.1% | 24,700 | -45.4% | 0.04% | -37.7% |
| Q3 2018 | $1,054,000 | -4.7% | 45,275 | -4.5% | 0.06% | -14.1% |
| Q2 2018 | $1,106,000 | -0.5% | 47,425 | +1.1% | 0.07% | 0.0% |
| Q1 2018 | $1,111,000 | +100.5% | 46,925 | +107.6% | 0.07% | +108.8% |
| Q4 2017 | $554,000 | – | 22,600 | – | 0.03% | – |
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% |