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 | $1,492 | +0.5% | 63,925 | +1.0% | 0.35% | +8.4% |
| Q2 2023 | $1,485 | -1.7% | 63,275 | -0.7% | 0.32% | -3.6% |
| Q1 2023 | $1,511 | -7.8% | 63,690 | -9.3% | 0.34% | -6.7% |
| Q4 2022 | $1,639 | -99.9% | 70,210 | +26.6% | 0.36% | +11.8% |
| Q3 2022 | $1,281,000 | -2.8% | 55,470 | +0.1% | 0.32% | +7.7% |
| Q2 2022 | $1,318,000 | -3.5% | 55,410 | 0.0% | 0.30% | +12.0% |
| Q1 2022 | $1,366,000 | -4.4% | 55,410 | +1.1% | 0.27% | +4.7% |
| Q4 2021 | $1,429,000 | +735.7% | 54,830 | +747.4% | 0.25% | +669.7% |
| Q3 2021 | $171,000 | +96.6% | 6,470 | +97.6% | 0.03% | +94.1% |
| Q2 2021 | $87,000 | – | 3,275 | – | 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% |