ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 109 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,112,361 | -54.9% | 47,722 | -54.6% | 0.02% | -10.0% |
| Q2 2023 | $2,466,550 | +73.4% | 105,156 | +76.9% | 0.02% | -20.0% |
| Q1 2023 | $1,422,651 | +54.9% | 59,450 | +51.0% | 0.02% | +56.2% |
| Q4 2022 | $918,151 | -1.4% | 39,362 | -2.3% | 0.02% | 0.0% |
| Q3 2022 | $931,000 | +7.8% | 40,272 | +14.7% | 0.02% | +23.1% |
| Q1 2022 | $864,000 | +4.1% | 35,122 | +10.0% | 0.01% | -7.1% |
| Q4 2021 | $830,000 | +36.5% | 31,920 | +39.2% | 0.01% | +40.0% |
| Q3 2021 | $608,000 | -7.9% | 22,938 | -7.5% | 0.01% | +25.0% |
| Q2 2021 | $660,000 | +98.8% | 24,790 | +97.1% | 0.01% | -11.1% |
| Q1 2021 | $332,000 | – | 12,580 | – | 0.01% | – |
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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% |