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 | $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 ↓ |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | 2,793,687 | $66,294,190 | 6.14% |
| Keeler Thomas Management LLC | 537,069 | $12,744,639 | 5.99% |
| PFG Private Wealth Management, LLC | 334,536 | $7,938,539 | 5.05% |
| Foundation Wealth Management, LLC | 157,551 | $3,738,678 | 3.85% |
| Buffington Mohr McNeal | 587,194 | $13,934,110 | 3.19% |
| Platte River Wealth Advisors, LLC | 302,173 | $7,170,565 | 2.75% |
| Windsor Capital Management, LLC | 333,180 | $7,906,365 | 2.72% |
| Sound View Wealth Advisors Group, LLC | 808,543 | $19,186,735 | 2.63% |
| IRON Financial LLC | 193,686 | $4,596,175 | 2.52% |
| Peloton Wealth Strategists | 227,625 | $5,402 | 2.47% |