ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $451,066 | -30.0% | 19,330 | -30.6% | 0.08% | -30.0% |
| Q3 2022 | $644,000 | -2.9% | 27,866 | 0.0% | 0.12% | -1.6% |
| Q2 2022 | $663,000 | -3.5% | 27,866 | 0.0% | 0.12% | -0.8% |
| Q1 2022 | $687,000 | -5.4% | 27,866 | 0.0% | 0.12% | -9.6% |
| Q4 2021 | $726,000 | -1.6% | 27,866 | 0.0% | 0.14% | -11.1% |
| Q3 2021 | $738,000 | -0.5% | 27,866 | 0.0% | 0.15% | -2.5% |
| Q2 2021 | $742,000 | +1.0% | 27,866 | 0.0% | 0.16% | -9.8% |
| Q1 2021 | $735,000 | -2.6% | 27,866 | 0.0% | 0.17% | -11.2% |
| Q4 2020 | $755,000 | +1.1% | 27,866 | 0.0% | 0.20% | -6.2% |
| Q3 2020 | $747,000 | +0.5% | 27,866 | 0.0% | 0.21% | +1.5% |
| Q2 2020 | $743,000 | +8.6% | 27,866 | 0.0% | 0.21% | -9.3% |
| Q1 2020 | $684,000 | -4.1% | 27,866 | 0.0% | 0.23% | +47.4% |
| Q4 2019 | $713,000 | +0.4% | 27,866 | 0.0% | 0.15% | -3.8% |
| Q3 2019 | $710,000 | +1.7% | 27,866 | 0.0% | 0.16% | +1.3% |
| Q2 2019 | $698,000 | +3.4% | 27,866 | 0.0% | 0.16% | 0.0% |
| Q1 2019 | $675,000 | +5.1% | 27,866 | 0.0% | 0.16% | -8.1% |
| Q4 2018 | $642,000 | -1.1% | 27,866 | 0.0% | 0.17% | +7.5% |
| Q3 2018 | $649,000 | -0.2% | 27,866 | 0.0% | 0.16% | +4.6% |
| Q2 2018 | $650,000 | – | 27,866 | – | 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% |