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 | $1,862,945 | -5.5% | 79,835 | -4.9% | 0.16% | -12.4% |
| Q2 2023 | $1,970,659 | +1.0% | 83,965 | +2.1% | 0.18% | 0.0% |
| Q1 2023 | $1,950,550 | +2.1% | 82,198 | +0.5% | 0.18% | 0.0% |
| Q4 2022 | $1,909,638 | -1.2% | 81,783 | -2.2% | 0.18% | -8.3% |
| Q3 2022 | $1,933,000 | +4.4% | 83,662 | +7.5% | 0.19% | +11.6% |
| Q2 2022 | $1,852,000 | – | 77,831 | – | 0.17% | – |
Download | ||||||
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% |