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 | $785,012 | -2.8% | 33,641 | -2.3% | 0.01% | 0.0% |
| Q2 2023 | $807,884 | +98784.2% | 34,422 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $817 | +15.7% | 34,422 | +13.9% | 0.01% | +16.7% |
| Q4 2022 | $706 | -99.9% | 30,214 | +18.4% | 0.01% | 0.0% |
| Q3 2022 | $590,000 | +9.3% | 25,528 | +12.4% | 0.01% | +20.0% |
| Q2 2022 | $540,000 | +75.3% | 22,716 | +82.2% | 0.01% | +150.0% |
| Q1 2022 | $308,000 | -18.9% | 12,466 | -14.4% | 0.00% | -33.3% |
| Q4 2021 | $380,000 | -1.6% | 14,567 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $386,000 | +19.9% | 14,567 | +20.1% | 0.00% | 0.0% |
| Q2 2021 | $322,000 | +35.9% | 12,129 | +35.2% | 0.00% | +50.0% |
| Q1 2021 | $237,000 | +9.2% | 8,969 | +11.7% | 0.00% | 0.0% |
| Q4 2020 | $217,000 | – | 8,029 | – | 0.00% | – |
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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% |