ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 252 filers reported holding ISHARES TR in Q3 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 | 203,764 | $5,522,000 | 4.23% |
| CAPITAL ADVISORS INC/OK | 3,025,649 | $82,000,000 | 2.92% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 540,662 | $14,652,000 | 2.23% |
| Signature Wealth Management Group | 120,309 | $3,261,000 | 2.06% |
| Gateway Advisory, LLC | 286,959 | $7,777,000 | 1.69% |
| SIGMA INVESTMENT COUNSELORS INC | 698,661 | $18,935,000 | 1.63% |
| Peloton Wealth Strategists | 106,200 | $2,878,000 | 1.43% |
| Praetorian Wealth Management, Inc. | 103,858 | $2,814,000 | 1.08% |
| Capital Investment Advisors, LLC | 563,066 | $15,260,000 | 0.64% |
| WRAPMANAGER INC | 76,735 | $2,080,000 | 0.61% |