ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 309 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $24,030,592 | +0.6% | 1,008,841 | +0.7% | 1.50% | -2.2% |
| Q1 2024 | $23,885,648 | +4.0% | 1,001,495 | +4.2% | 1.54% | -5.2% |
| Q4 2023 | $22,977,957 | +0.7% | 961,421 | -1.6% | 1.62% | -5.8% |
| Q3 2023 | $22,810,437 | +3.0% | 977,520 | +3.6% | 1.72% | +5.9% |
| Q2 2023 | $22,138,491 | -2.6% | 943,268 | -1.5% | 1.63% | -7.8% |
| Q1 2023 | $22,722,924 | -2.9% | 957,561 | -4.5% | 1.76% | -8.3% |
| Q4 2022 | $23,409,619 | -1.6% | 1,002,553 | -2.7% | 1.92% | -5.1% |
| Q3 2022 | $23,796,000 | -7.3% | 1,030,124 | -4.5% | 2.03% | -3.0% |
| Q2 2022 | $25,667,000 | -6.0% | 1,078,910 | -2.6% | 2.09% | +6.8% |
| Q1 2022 | $27,294,000 | -2.7% | 1,107,242 | +2.9% | 1.96% | -0.2% |
| Q4 2021 | $28,051,000 | +1.6% | 1,075,996 | +3.3% | 1.96% | -4.1% |
| Q3 2021 | $27,604,000 | +7.5% | 1,041,658 | +8.0% | 2.04% | +6.3% |
| Q2 2021 | $25,667,000 | +12.9% | 964,581 | +11.9% | 1.92% | +4.3% |
| Q1 2021 | $22,728,000 | +20.0% | 862,197 | +23.4% | 1.84% | +13.2% |
| Q4 2020 | $18,935,000 | +275.0% | 698,661 | +271.1% | 1.63% | +65.7% |
| Q3 2020 | $5,049,000 | -55.8% | 188,271 | -56.0% | 0.98% | -18.9% |
| Q2 2020 | $11,415,000 | +32.1% | 427,835 | +21.6% | 1.21% | +10.1% |
| Q1 2020 | $8,641,000 | +11.0% | 351,979 | +15.6% | 1.10% | +34.9% |
| Q4 2019 | $7,785,000 | +245.2% | 304,442 | +243.9% | 0.82% | +218.8% |
| Q3 2019 | $2,255,000 | +139.6% | 88,535 | +135.8% | 0.26% | +130.6% |
| Q2 2019 | $941,000 | – | 37,550 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 225,305 | $5,939,000 | 4.09% |
| CAPITAL ADVISORS INC/OK | 3,324,727 | $87,640,000 | 2.87% |
| 4Thought Financial Group Inc. | 107,615 | $2,837,000 | 2.74% |
| Gateway Advisory, LLC | 294,889 | $7,773,000 | 1.97% |
| Signature Wealth Management Group | 122,729 | $3,235,000 | 1.90% |
| Peloton Wealth Strategists | 149,700 | $3,946,000 | 1.85% |
| SIGMA INVESTMENT COUNSELORS INC | 862,197 | $22,728,000 | 1.84% |
| Bradley & Co. Private Wealth Management, LLC | 51,567 | $1,359,000 | 1.25% |
| Praetorian Wealth Management, Inc. | 117,674 | $3,101,000 | 1.09% |
| NovaPoint Capital, LLC | 57,046 | $1,504,000 | 0.70% |