ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 129 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,433,280 | -15.9% | 104,276 | -15.4% | 0.09% | -13.8% |
| Q2 2023 | $2,893,968 | -0.1% | 123,305 | +1.0% | 0.11% | -6.0% |
| Q1 2023 | $2,898,287 | +7.7% | 122,136 | +6.0% | 0.12% | +3.6% |
| Q4 2022 | $2,691,531 | +1.9% | 115,269 | +0.8% | 0.11% | -8.2% |
| Q3 2022 | $2,641,000 | +6.6% | 114,326 | +9.7% | 0.12% | +13.0% |
| Q2 2022 | $2,478,000 | +15.0% | 104,179 | +19.2% | 0.11% | +30.1% |
| Q1 2022 | $2,154,000 | +11.9% | 87,398 | +18.3% | 0.08% | +16.9% |
| Q4 2021 | $1,925,000 | +13.2% | 73,858 | +15.0% | 0.07% | +6.0% |
| Q3 2021 | $1,701,000 | +7.9% | 64,206 | +8.4% | 0.07% | +8.1% |
| Q2 2021 | $1,577,000 | +94.5% | 59,254 | +98.0% | 0.06% | +93.8% |
| Q4 2020 | $811,000 | +127.2% | 29,925 | +125.0% | 0.03% | +113.3% |
| Q3 2020 | $357,000 | +21.8% | 13,300 | +21.3% | 0.02% | +15.4% |
| Q2 2020 | $293,000 | – | 10,965 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 203,764 | $5,522,000 | 4.23% |
| CAPITAL ADVISORS INC/OK | 3,025,649 | $82,000,000 | 2.92% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 540,662 | $14,652,000 | 2.23% |
| Signature Wealth Management Group | 120,309 | $3,261,000 | 2.06% |
| Gateway Advisory, LLC | 286,959 | $7,777,000 | 1.69% |
| SIGMA INVESTMENT COUNSELORS INC | 698,661 | $18,935,000 | 1.63% |
| Peloton Wealth Strategists | 106,200 | $2,878,000 | 1.43% |
| Praetorian Wealth Management, Inc. | 103,858 | $2,814,000 | 1.08% |
| Capital Investment Advisors, LLC | 563,066 | $15,260,000 | 0.64% |
| WRAPMANAGER INC | 76,735 | $2,080,000 | 0.61% |