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 | $12,156 | +29.0% | 520,949 | +29.8% | 0.47% | +30.4% |
| Q2 2023 | $9,422 | +4.4% | 401,442 | +5.5% | 0.36% | -5.3% |
| Q1 2023 | $9,026 | +8.9% | 380,371 | +7.1% | 0.38% | +1.3% |
| Q4 2022 | $8,292 | -99.9% | 355,121 | +1.0% | 0.37% | -8.4% |
| Q3 2022 | $8,120,000 | +16.8% | 351,525 | +20.2% | 0.41% | +21.1% |
| Q2 2022 | $6,955,000 | +4.9% | 292,349 | +8.7% | 0.34% | +13.5% |
| Q1 2022 | $6,630,000 | +3523.0% | 268,970 | +3732.6% | 0.30% | +3600.0% |
| Q4 2021 | $183,000 | +8.9% | 7,018 | +11.0% | 0.01% | 0.0% |
| Q3 2021 | $168,000 | +24.4% | 6,325 | +24.5% | 0.01% | +14.3% |
| Q2 2021 | $135,000 | +214.0% | 5,081 | +212.3% | 0.01% | +250.0% |
| Q1 2021 | $43,000 | 0.0% | 1,627 | +2.1% | 0.00% | -33.3% |
| Q4 2020 | $43,000 | +4.9% | 1,594 | +4.6% | 0.00% | 0.0% |
| Q3 2020 | $41,000 | -38.8% | 1,524 | -39.6% | 0.00% | -40.0% |
| Q2 2020 | $67,000 | -98.4% | 2,524 | -98.5% | 0.01% | -98.6% |
| Q1 2020 | $4,144,000 | – | 168,814 | – | 0.35% | – |
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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% |