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 | $2,157,488 | +65.3% | 92,457 | +66.3% | 0.06% | +71.1% |
| Q2 2023 | $1,304,952 | -7.7% | 55,601 | -6.7% | 0.04% | -17.4% |
| Q1 2023 | $1,413,505 | -1.6% | 59,566 | -3.2% | 0.05% | -8.0% |
| Q4 2022 | $1,437,053 | -6.4% | 61,544 | -7.5% | 0.05% | -19.4% |
| Q3 2022 | $1,536,000 | -8.6% | 66,505 | -5.8% | 0.06% | -8.8% |
| Q2 2022 | $1,680,000 | -3.7% | 70,625 | -0.2% | 0.07% | -8.1% |
| Q1 2022 | $1,745,000 | -5.4% | 70,779 | +0.0% | 0.07% | -5.1% |
| Q4 2021 | $1,845,000 | -1.6% | 70,764 | +0.0% | 0.08% | -9.3% |
| Q3 2021 | $1,875,000 | -3.0% | 70,738 | -2.6% | 0.09% | -4.4% |
| Q2 2021 | $1,932,000 | +1.0% | 72,604 | +0.0% | 0.09% | -5.3% |
| Q1 2021 | $1,913,000 | -2.7% | 72,582 | +0.0% | 0.10% | -4.0% |
| Q4 2020 | $1,967,000 | +1.1% | 72,567 | +0.0% | 0.10% | -12.4% |
| Q3 2020 | $1,945,000 | +0.5% | 72,535 | +0.0% | 0.11% | -9.6% |
| Q2 2020 | $1,935,000 | +15.0% | 72,510 | +5.8% | 0.12% | -9.4% |
| Q1 2020 | $1,683,000 | -12.0% | 68,566 | -8.3% | 0.14% | 0.0% |
| Q4 2019 | $1,913,000 | +0.4% | 74,808 | 0.0% | 0.14% | -9.2% |
| Q3 2019 | $1,905,000 | – | 74,808 | – | 0.15% | – |
Download | ||||||
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% |