ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 252 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 203,764 | $5,522,000 | 4.23% |
| CAPITAL ADVISORS INC/OK | 3,025,649 | $82,000,000 | 2.92% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 540,662 | $14,652,000 | 2.23% |
| Signature Wealth Management Group | 120,309 | $3,261,000 | 2.06% |
| Gateway Advisory, LLC | 286,959 | $7,777,000 | 1.69% |
| SIGMA INVESTMENT COUNSELORS INC | 698,661 | $18,935,000 | 1.63% |
| Peloton Wealth Strategists | 106,200 | $2,878,000 | 1.43% |
| Praetorian Wealth Management, Inc. | 103,858 | $2,814,000 | 1.08% |
| Capital Investment Advisors, LLC | 563,066 | $15,260,000 | 0.64% |
| WRAPMANAGER INC | 76,735 | $2,080,000 | 0.61% |