ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 226 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |