ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,759 | +4.7% | 246,790 | +5.4% | 2.66% | +9.2% |
| Q2 2023 | $5,498 | +1.8% | 234,245 | +2.9% | 2.43% | -1.4% |
| Q1 2023 | $5,402 | +7.8% | 227,625 | +6.1% | 2.47% | +2.3% |
| Q4 2022 | $5,010 | -99.9% | 214,550 | -0.5% | 2.41% | -6.9% |
| Q3 2022 | $4,979,000 | -2.1% | 215,550 | +0.9% | 2.59% | +4.5% |
| Q2 2022 | $5,084,000 | -8.6% | 213,700 | -5.3% | 2.48% | +6.7% |
| Q1 2022 | $5,564,000 | +3.5% | 225,700 | +9.5% | 2.32% | +7.8% |
| Q4 2021 | $5,376,000 | -0.2% | 206,200 | +1.5% | 2.16% | -2.3% |
| Q3 2021 | $5,385,000 | +9.3% | 203,200 | +9.7% | 2.20% | +8.4% |
| Q2 2021 | $4,928,000 | +24.9% | 185,200 | +23.7% | 2.03% | +9.8% |
| Q1 2021 | $3,946,000 | +37.1% | 149,700 | +41.0% | 1.85% | +29.9% |
| Q4 2020 | $2,878,000 | +56.7% | 106,200 | +55.0% | 1.43% | +38.6% |
| Q3 2020 | $1,837,000 | +48.0% | 68,500 | +47.3% | 1.03% | +31.6% |
| Q2 2020 | $1,241,000 | +42.3% | 46,500 | +31.0% | 0.78% | +10.1% |
| Q1 2020 | $872,000 | +0.3% | 35,500 | +4.4% | 0.71% | +34.7% |
| Q4 2019 | $869,000 | -46.3% | 34,000 | -46.6% | 0.53% | -49.0% |
| Q3 2019 | $1,617,000 | +360.7% | 63,700 | +355.0% | 1.03% | +340.0% |
| Q2 2019 | $351,000 | -24.7% | 14,000 | -25.1% | 0.24% | -27.2% |
| Q1 2019 | $466,000 | – | 18,700 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | 2,793,687 | $66,294,190 | 6.14% |
| Keeler Thomas Management LLC | 537,069 | $12,744,639 | 5.99% |
| PFG Private Wealth Management, LLC | 334,536 | $7,938,539 | 5.05% |
| Foundation Wealth Management, LLC | 157,551 | $3,738,678 | 3.85% |
| Buffington Mohr McNeal | 587,194 | $13,934,110 | 3.19% |
| Platte River Wealth Advisors, LLC | 302,173 | $7,170,565 | 2.75% |
| Windsor Capital Management, LLC | 333,180 | $7,906,365 | 2.72% |
| Sound View Wealth Advisors Group, LLC | 808,543 | $19,186,735 | 2.63% |
| IRON Financial LLC | 193,686 | $4,596,175 | 2.52% |
| Peloton Wealth Strategists | 227,625 | $5,402 | 2.47% |