ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 204 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $437,246 | +0.7% | 18,356 | +0.8% | 0.00% | -20.0% |
| Q1 2024 | $434,301 | +0.3% | 18,210 | +0.5% | 0.01% | -16.7% |
| Q4 2023 | $433,020 | -1.0% | 18,118 | -3.3% | 0.01% | -14.3% |
| Q3 2023 | $437,248 | +0.1% | 18,738 | +0.7% | 0.01% | 0.0% |
| Q2 2023 | $436,760 | -0.5% | 18,609 | +0.6% | 0.01% | -12.5% |
| Q1 2023 | $438,785 | +130880.6% | 18,491 | +28.9% | 0.01% | – |
| Q4 2022 | $335 | – | 14,343 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 174,027 | $4,643,000 | 4.37% |
| CAPITAL ADVISORS INC/OK | 2,806,256 | $75,881,000 | 3.16% |
| Signature Wealth Management Group | 117,721 | $3,141,000 | 2.40% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 463,631 | $12,375,000 | 2.20% |
| Gateway Advisory, LLC | 274,326 | $7,319,000 | 2.15% |
| SIGMA INVESTMENT COUNSELORS INC | 427,835 | $11,415,000 | 1.21% |
| Peloton Wealth Strategists | 46,500 | $1,241,000 | 0.78% |
| TLWM | 47,734 | $1,273,000 | 0.75% |
| WRAPMANAGER INC | 72,409 | $1,932,000 | 0.72% |
| Timber Creek Capital Management LLC | 38,620 | $1,030,000 | 0.65% |