ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 129 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,084,007 | +7.2% | 689,265 | +7.8% | 1.70% | +9.4% |
| Q2 2023 | $15,008,197 | +8.0% | 639,463 | +9.2% | 1.56% | +5.3% |
| Q1 2023 | $13,893,749 | +20.7% | 585,493 | +18.8% | 1.48% | +13.4% |
| Q4 2022 | $11,507,767 | +22.9% | 492,838 | +21.6% | 1.30% | +11.3% |
| Q3 2022 | $9,366,000 | +59.1% | 405,450 | +63.8% | 1.17% | +61.1% |
| Q2 2022 | $5,888,000 | +28.8% | 247,481 | +33.5% | 0.73% | +37.7% |
| Q1 2022 | $4,571,000 | +135.1% | 185,416 | +148.7% | 0.53% | +112.9% |
| Q4 2021 | $1,944,000 | +164.5% | 74,560 | +168.7% | 0.25% | +131.8% |
| Q3 2021 | $735,000 | – | 27,746 | – | 0.11% | – |
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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% |