ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 106 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,341,550 | +36.7% | 57,491 | +37.5% | 0.04% | +35.7% |
Q2 2023 | $981,633 | +0.9% | 41,825 | +2.0% | 0.03% | -3.4% |
Q1 2023 | $973,080 | -5.8% | 41,006 | -7.3% | 0.03% | -23.7% |
Q4 2022 | $1,032,685 | -37.1% | 44,226 | -37.8% | 0.04% | -81.3% |
Q3 2022 | $1,643,000 | -2.0% | 71,116 | +0.9% | 0.20% | +190.0% |
Q2 2022 | $1,677,000 | -10.0% | 70,488 | -6.8% | 0.07% | +4.5% |
Q1 2022 | $1,864,000 | -13.7% | 75,606 | -8.7% | 0.07% | -15.2% |
Q4 2021 | $2,160,000 | +9.9% | 82,854 | +11.7% | 0.08% | +2.6% |
Q3 2021 | $1,966,000 | -8.2% | 74,180 | -7.8% | 0.08% | -12.5% |
Q2 2021 | $2,141,000 | +2.5% | 80,471 | +1.6% | 0.09% | -11.1% |
Q1 2021 | $2,088,000 | +19.7% | 79,214 | +23.1% | 0.10% | +15.1% |
Q4 2020 | $1,744,000 | +14.7% | 64,369 | +13.5% | 0.09% | 0.0% |
Q3 2020 | $1,521,000 | +37.8% | 56,725 | +37.0% | 0.09% | +28.4% |
Q2 2020 | $1,104,000 | +26.0% | 41,393 | +20.8% | 0.07% | -4.3% |
Q4 2019 | $876,000 | +13.3% | 34,258 | +12.8% | 0.07% | +4.5% |
Q3 2019 | $773,000 | +124.7% | 30,359 | +121.0% | 0.07% | +97.1% |
Q2 2019 | $344,000 | +32.8% | 13,736 | +28.4% | 0.03% | +21.4% |
Q1 2019 | $259,000 | – | 10,699 | – | 0.03% | – |
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% |