ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 106 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,082 | -40.5% | 89,214 | -40.1% | 0.01% | -37.5% |
| Q2 2023 | $3,497 | +7.1% | 149,010 | +8.3% | 0.02% | 0.0% |
| Q1 2023 | $3,264 | +89.7% | 137,538 | +86.6% | 0.02% | +77.8% |
| Q4 2022 | $1,721 | -99.9% | 73,720 | +18.7% | 0.01% | +12.5% |
| Q3 2022 | $1,435,000 | +596.6% | 62,107 | +618.5% | 0.01% | +700.0% |
| Q2 2022 | $206,000 | -55.7% | 8,644 | -50.6% | 0.00% | -50.0% |
| Q2 2021 | $465,000 | +0.6% | 17,482 | -0.2% | 0.00% | -33.3% |
| Q1 2021 | $462,000 | +24.9% | 17,522 | +28.2% | 0.00% | +50.0% |
| Q4 2020 | $370,000 | +11.1% | 13,668 | +10.2% | 0.00% | 0.0% |
| Q3 2020 | $333,000 | -4.6% | 12,405 | -5.1% | 0.00% | -33.3% |
| Q2 2020 | $349,000 | +6.7% | 13,077 | -1.9% | 0.00% | 0.0% |
| Q1 2020 | $327,000 | +34.0% | 13,330 | +39.4% | 0.00% | +50.0% |
| Q4 2019 | $244,000 | -6.5% | 9,560 | -8.0% | 0.00% | 0.0% |
| Q2 2019 | $261,000 | +4.8% | 10,396 | +1.1% | 0.00% | 0.0% |
| Q1 2019 | $249,000 | – | 10,283 | – | 0.00% | – |
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% |