ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 252 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download | ||||||
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% |