ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 203 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,402 | -32.7% | 10,645 | -32.3% | 0.03% | -28.6% |
| Q2 2023 | $369,301 | -34.8% | 15,735 | -34.1% | 0.04% | -36.4% |
| Q1 2023 | $566,436 | -48.2% | 23,870 | -49.1% | 0.07% | -68.1% |
| Q4 2022 | $1,093,948 | -49.2% | 46,850 | -46.4% | 0.21% | -74.7% |
| Q1 2022 | $2,153,000 | -14.3% | 87,330 | -7.5% | 0.82% | -45.5% |
| Q2 2021 | $2,512,000 | -0.5% | 94,400 | -1.4% | 1.50% | +382.6% |
| Q1 2021 | $2,525,000 | -9.0% | 95,780 | -6.5% | 0.31% | -16.8% |
| Q4 2020 | $2,775,000 | -1.7% | 102,400 | -2.7% | 0.37% | -12.0% |
| Q3 2020 | $2,823,000 | -2.0% | 105,240 | -2.5% | 0.42% | -7.8% |
| Q2 2020 | $2,881,000 | -2.4% | 107,970 | -10.2% | 0.46% | -18.0% |
| Q1 2020 | $2,951,000 | +74.2% | 120,215 | +81.4% | 0.56% | +136.1% |
| Q4 2019 | $1,694,000 | – | 66,260 | – | 0.24% | – |
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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% |