ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 128 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,348,347 | +35.7% | 486,323 | +36.5% | 1.33% | +31.8% |
| Q2 2023 | $8,363,111 | +1.5% | 356,332 | +2.6% | 1.01% | -6.1% |
| Q1 2023 | $8,239,436 | +107802.5% | 347,216 | +6.2% | 1.07% | +3.7% |
| Q4 2022 | $7,636 | -99.9% | 327,044 | -5.0% | 1.04% | -10.7% |
| Q3 2022 | $7,954,000 | -2.8% | 344,336 | +0.1% | 1.16% | +3.9% |
| Q2 2022 | $8,184,000 | +443.8% | 344,019 | +463.3% | 1.12% | +520.0% |
| Q1 2022 | $1,505,000 | +140.0% | 61,072 | +154.0% | 0.18% | +143.2% |
| Q4 2021 | $627,000 | -0.6% | 24,042 | +1.1% | 0.07% | -8.6% |
| Q3 2021 | $631,000 | +10.1% | 23,787 | +10.5% | 0.08% | +11.0% |
| Q2 2021 | $573,000 | +9.8% | 21,535 | +8.9% | 0.07% | +5.8% |
| Q1 2021 | $522,000 | +7.4% | 19,782 | +10.3% | 0.07% | -26.6% |
| Q4 2020 | $486,000 | +65.3% | 17,941 | +63.6% | 0.09% | +51.6% |
| Q3 2020 | $294,000 | +81.5% | 10,967 | +80.0% | 0.06% | +77.1% |
| Q2 2020 | $162,000 | +17.4% | 6,093 | +8.3% | 0.04% | +6.1% |
| Q1 2020 | $138,000 | +130.0% | 5,627 | +138.3% | 0.03% | +175.0% |
| Q4 2019 | $60,000 | – | 2,361 | – | 0.01% | – |
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% |