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 | $5,966,647 | -1.4% | 255,695 | -0.8% | 0.52% | +3.6% |
| Q2 2023 | $6,052,447 | +0.1% | 257,880 | +1.3% | 0.50% | -3.5% |
| Q1 2023 | $6,043,711 | +11.4% | 254,687 | +9.6% | 0.52% | +7.9% |
| Q4 2022 | $5,424,439 | +0.5% | 232,310 | -0.6% | 0.48% | -5.1% |
| Q3 2022 | $5,399,000 | +0.8% | 233,725 | +3.8% | 0.51% | +9.5% |
| Q2 2022 | $5,355,000 | -0.1% | 225,110 | +3.5% | 0.46% | -1.7% |
| Q1 2022 | $5,360,000 | +29.4% | 217,450 | +36.9% | 0.47% | +53.4% |
| Q4 2021 | $4,142,000 | +16.5% | 158,870 | +18.4% | 0.31% | +1.0% |
| Q3 2021 | $3,555,000 | +22.7% | 134,145 | +23.2% | 0.30% | +22.6% |
| Q2 2021 | $2,897,000 | +102.6% | 108,855 | +100.7% | 0.25% | +87.9% |
| Q1 2021 | $1,430,000 | +433.6% | 54,235 | +447.8% | 0.13% | +312.5% |
| Q4 2020 | $268,000 | – | 9,900 | – | 0.03% | – |
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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% |