ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 252 filers reported holding ISHARES TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| 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% |