ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 84 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $723,000 | -51.0% | 26,692 | -52.0% | 0.00% | -75.0% |
| Q2 2020 | $1,477,000 | +0.2% | 55,601 | -8.4% | 0.00% | 0.0% |
| Q1 2020 | $1,474,000 | +114.9% | 60,703 | +125.6% | 0.00% | +100.0% |
| Q4 2019 | $686,000 | -21.2% | 26,908 | -25.1% | 0.00% | -33.3% |
| Q1 2019 | $871,000 | +88.9% | 35,928 | +79.6% | 0.00% | +200.0% |
| Q4 2018 | $461,000 | -15.7% | 20,003 | -14.9% | 0.00% | 0.0% |
| Q3 2018 | $547,000 | +22.6% | 23,516 | +24.8% | 0.00% | 0.0% |
| Q2 2018 | $446,000 | 0.0% | 18,839 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $446,000 | -2.0% | 18,839 | +1.6% | 0.00% | -50.0% |
| Q4 2017 | $455,000 | -49.8% | 18,543 | -49.9% | 0.00% | -50.0% |
| Q2 2017 | $907,000 | +12.0% | 37,001 | +9.4% | 0.00% | 0.0% |
| Q1 2017 | $810,000 | +0.6% | 33,813 | +0.4% | 0.00% | 0.0% |
| Q4 2016 | $805,000 | – | 33,671 | – | 0.00% | – |
Download | ||||||
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% |