ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 81 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $433 | +2.9% | 18,569 | +3.5% | 0.04% | -23.6% |
| Q2 2023 | $421 | +5.2% | 17,941 | +6.4% | 0.06% | -6.8% |
| Q1 2023 | $400 | +15.6% | 16,867 | +13.7% | 0.06% | +3.5% |
| Q4 2022 | $346 | -99.9% | 14,829 | +27.1% | 0.06% | +11.8% |
| Q3 2022 | $269,000 | +34.5% | 11,668 | +38.5% | 0.05% | +37.8% |
| Q2 2022 | $200,000 | -3.4% | 8,425 | +0.1% | 0.04% | +8.8% |
| Q1 2022 | $207,000 | -5.5% | 8,419 | +0.0% | 0.03% | -26.1% |
| Q4 2021 | $219,000 | +5.8% | 8,416 | +7.3% | 0.05% | -8.0% |
| Q3 2021 | $207,000 | -32.1% | 7,842 | -31.1% | 0.05% | -56.5% |
| Q3 2020 | $305,000 | +0.7% | 11,380 | +0.1% | 0.12% | -8.7% |
| Q2 2020 | $303,000 | +8.6% | 11,374 | +0.1% | 0.13% | +27.3% |
| Q1 2020 | $279,000 | 0.0% | 11,367 | +4.1% | 0.10% | +6.5% |
| Q4 2019 | $279,000 | – | 10,921 | – | 0.09% | – |
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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% |