ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 116 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,432 | -57.5% | 8,975 | -57.2% | 0.04% | -56.0% |
| Q2 2023 | $492,284 | -1.1% | 20,975 | 0.0% | 0.10% | -7.4% |
| Q1 2023 | $497,737 | +1.6% | 20,975 | 0.0% | 0.11% | -5.3% |
| Q4 2022 | $489,766 | +1.0% | 20,975 | 0.0% | 0.11% | -2.6% |
| Q3 2022 | $485,000 | -23.0% | 20,975 | -20.8% | 0.12% | -17.0% |
| Q2 2022 | $630,000 | -3.5% | 26,475 | 0.0% | 0.14% | +14.6% |
| Q1 2022 | $653,000 | -5.4% | 26,475 | 0.0% | 0.12% | +7.0% |
| Q4 2021 | $690,000 | -0.7% | 26,475 | +1.0% | 0.12% | -10.2% |
| Q3 2021 | $695,000 | +7.8% | 26,225 | +8.3% | 0.13% | +5.8% |
| Q2 2021 | $645,000 | – | 24,225 | – | 0.12% | – |
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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% |