ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 335 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $891,288 | -0.3% | 37,418 | -0.1% | 0.18% | +0.6% |
| Q1 2024 | $893,699 | +9.1% | 37,472 | +9.4% | 0.18% | -0.5% |
| Q4 2023 | $818,853 | -46.4% | 34,262 | -47.7% | 0.18% | -50.5% |
| Q3 2023 | $1,527,450 | -1.5% | 65,457 | -0.9% | 0.37% | +1.1% |
| Q2 2023 | $1,550,275 | -0.0% | 66,053 | +1.1% | 0.36% | -5.5% |
| Q1 2023 | $1,550,648 | -0.1% | 65,345 | -1.7% | 0.38% | -4.9% |
| Q4 2022 | $1,552,268 | -26.8% | 66,478 | -27.6% | 0.40% | -33.2% |
| Q3 2022 | $2,120,000 | -6.4% | 91,777 | -3.6% | 0.61% | -0.7% |
| Q2 2022 | $2,264,000 | -5.1% | 95,183 | -1.6% | 0.61% | +8.9% |
| Q1 2022 | $2,385,000 | +17.9% | 96,735 | +24.7% | 0.56% | +21.0% |
| Q4 2021 | $2,023,000 | +29.2% | 77,590 | +31.3% | 0.46% | +20.6% |
| Q3 2021 | $1,566,000 | 0.0% | 59,104 | +0.5% | 0.38% | -3.3% |
| Q2 2021 | $1,566,000 | +51.5% | 58,832 | +50.0% | 0.40% | +36.0% |
| Q1 2021 | $1,034,000 | -0.5% | 39,222 | +2.3% | 0.29% | -5.5% |
| Q4 2020 | $1,039,000 | – | 38,346 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 237,589 | $6,322,000 | 4.10% |
| CAPITAL ADVISORS INC/OK | 3,536,518 | $94,107,000 | 2.82% |
| 4Thought Financial Group Inc. | 111,603 | $2,970,000 | 2.68% |
| Peloton Wealth Strategists | 185,200 | $4,928,000 | 2.03% |
| SIGMA INVESTMENT COUNSELORS INC | 964,581 | $25,667,000 | 1.92% |
| Signature Wealth Management Group | 124,213 | $3,305,000 | 1.84% |
| Gateway Advisory, LLC | 299,477 | $7,969,000 | 1.70% |
| Sound View Wealth Advisors Group, LLC | 295,476 | $7,863,000 | 1.65% |
| GODSEY & GIBB, INC | 94,400 | $2,512,000 | 1.50% |
| IRON Financial LLC | 98,271 | $2,615,000 | 1.22% |