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 | $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 ↓ |
|---|---|---|---|
| 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% |