ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 226 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $443,528 | +2.3% | 19,007 | +2.9% | 0.02% | +11.8% |
| Q2 2023 | $433,702 | -1.0% | 18,479 | +0.1% | 0.02% | -5.6% |
| Q1 2023 | $437,913 | +25.4% | 18,454 | +23.4% | 0.02% | +28.6% |
| Q4 2022 | $349,129 | +1.2% | 14,952 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $345,000 | -2.5% | 14,952 | +0.6% | 0.02% | +6.7% |
| Q2 2022 | $354,000 | -3.3% | 14,865 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $366,000 | +29.8% | 14,865 | +21.6% | 0.02% | -28.6% |
| Q4 2018 | $282,000 | -1.1% | 12,229 | 0.0% | 0.02% | -8.7% |
| Q3 2018 | $285,000 | +12.6% | 12,229 | +12.6% | 0.02% | 0.0% |
| Q2 2018 | $253,000 | -1.6% | 10,862 | 0.0% | 0.02% | +4.5% |
| Q1 2018 | $257,000 | – | 10,862 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 401,798 | $9,375,951 | 6.97% |
| SHUFRO ROSE & CO LLC | 3,104,001 | $72,431,876 | 6.83% |
| Keeler Thomas Management LLC | 626,009 | $14,801,918 | 5.48% |
| Gateway Advisory, LLC | 751,100 | $17,526,910 | 3.58% |
| Foundation Wealth Management, LLC | 151,413 | $3,533,219 | 3.53% |
| Buffington Mohr McNeal | 563,804 | $13,156,360 | 2.99% |
| Sound View Wealth Advisors Group, LLC | 1,009,298 | $23,551,964 | 2.93% |
| Michael S. Ryan, Inc. | 126,390 | $2,942,365 | 2.81% |
| Windsor Capital Management, LLC | 338,292 | $7,894,056 | 2.73% |
| Peloton Wealth Strategists | 246,790 | $5,759 | 2.66% |