ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 80 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,359,117 | +1.4% | 229,660 | +1.9% | 0.30% | +5.7% |
| Q2 2023 | $5,287,580 | +2.2% | 225,291 | +3.3% | 0.28% | -4.1% |
| Q1 2023 | $5,176,130 | +5.4% | 218,126 | +3.8% | 0.29% | +0.7% |
| Q4 2022 | $4,909,127 | -3.0% | 210,241 | -4.1% | 0.29% | -9.0% |
| Q3 2022 | $5,062,000 | -5.0% | 219,144 | -2.2% | 0.32% | +0.3% |
| Q2 2022 | $5,331,000 | -6.1% | 224,089 | -2.7% | 0.32% | +11.1% |
| Q1 2022 | $5,675,000 | -4.3% | 230,224 | +1.2% | 0.29% | +1.8% |
| Q4 2021 | $5,928,000 | +2.7% | 227,394 | +4.4% | 0.28% | -7.5% |
| Q3 2021 | $5,773,000 | +3.5% | 217,859 | +3.9% | 0.31% | +3.4% |
| Q2 2021 | $5,580,000 | +12.5% | 209,704 | +11.4% | 0.30% | +3.5% |
| Q1 2021 | $4,962,000 | -7.9% | 188,234 | -5.4% | 0.29% | -12.8% |
| Q4 2020 | $5,390,000 | +14.3% | 198,879 | +13.1% | 0.33% | +1.9% |
| Q3 2020 | $4,716,000 | +28.8% | 175,837 | +28.1% | 0.32% | +18.4% |
| Q2 2020 | $3,662,000 | +41.7% | 137,273 | +30.4% | 0.27% | +16.2% |
| Q1 2020 | $2,584,000 | +59.3% | 105,270 | +66.0% | 0.23% | +98.3% |
| Q4 2019 | $1,622,000 | +28.0% | 63,415 | +27.5% | 0.12% | +19.2% |
| Q3 2019 | $1,267,000 | +22.2% | 49,745 | +20.2% | 0.10% | +19.3% |
| Q2 2019 | $1,037,000 | +67.8% | 41,400 | +62.3% | 0.08% | +59.6% |
| Q1 2019 | $618,000 | +121.5% | 25,515 | +110.7% | 0.05% | +92.6% |
| Q4 2018 | $279,000 | +42.3% | 12,110 | +43.7% | 0.03% | +68.8% |
| Q3 2018 | $196,000 | +300.0% | 8,425 | +297.4% | 0.02% | +300.0% |
| Q2 2018 | $49,000 | – | 2,120 | – | 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% |