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 | $2,375,790 | +9.2% | 101,812 | +9.8% | 0.76% | +14.1% |
| Q2 2023 | $2,176,537 | +0.2% | 92,737 | +1.3% | 0.67% | -0.1% |
| Q1 2023 | $2,172,268 | +109114.1% | 91,541 | +7.5% | 0.67% | +4.5% |
| Q4 2022 | $1,989 | -99.9% | 85,163 | +3.2% | 0.64% | -0.6% |
| Q3 2022 | $1,906,000 | +4.6% | 82,529 | +7.7% | 0.64% | +13.0% |
| Q2 2022 | $1,822,000 | -5.1% | 76,605 | -1.6% | 0.57% | +10.5% |
| Q1 2022 | $1,920,000 | -5.3% | 77,878 | +0.2% | 0.52% | +1.6% |
| Q4 2021 | $2,027,000 | +2.4% | 77,761 | +4.1% | 0.51% | -1.9% |
| Q3 2021 | $1,980,000 | -2.7% | 74,721 | -2.2% | 0.52% | -1.3% |
| Q2 2021 | $2,034,000 | -0.6% | 76,439 | -1.5% | 0.52% | -7.7% |
| Q1 2021 | $2,046,000 | -1.6% | 77,609 | +1.1% | 0.57% | -6.4% |
| Q4 2020 | $2,080,000 | +7.1% | 76,735 | +6.0% | 0.61% | -6.8% |
| Q3 2020 | $1,942,000 | +0.5% | 72,399 | -0.0% | 0.65% | -9.2% |
| Q2 2020 | $1,932,000 | +15.3% | 72,409 | +6.1% | 0.72% | -4.0% |
| Q1 2020 | $1,676,000 | -29.6% | 68,249 | -26.7% | 0.75% | -0.1% |
| Q4 2019 | $2,381,000 | +1.2% | 93,120 | +0.8% | 0.75% | -3.6% |
| Q3 2019 | $2,352,000 | -8.6% | 92,352 | -10.1% | 0.78% | -6.4% |
| Q2 2019 | $2,573,000 | +5.5% | 102,693 | +2.1% | 0.83% | +3.1% |
| Q1 2019 | $2,438,000 | +32.2% | 100,597 | +25.6% | 0.80% | +22.9% |
| Q4 2018 | $1,844,000 | – | 80,078 | – | 0.65% | – |
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% |