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 | $91,809 | +0.3% | 3,934 | +0.9% | 0.01% | 0.0% |
| Q2 2023 | $91,534 | -0.3% | 3,900 | +0.8% | 0.01% | 0.0% |
| Q1 2023 | $91,791 | +2.2% | 3,868 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $89,846 | -0.2% | 3,848 | +1.5% | 0.01% | -16.7% |
| Q3 2022 | $90,000 | 0.0% | 3,790 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $90,000 | +190.3% | 3,790 | +217.4% | 0.01% | +200.0% |
| Q4 2021 | $31,000 | -68.4% | 1,194 | -67.6% | 0.00% | -33.3% |
| Q3 2021 | $98,000 | +390.0% | 3,684 | +392.5% | 0.00% | +200.0% |
| Q2 2021 | $20,000 | +5.3% | 748 | +3.5% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | – | 723 | – | 0.00% | – |
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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% |