ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 226 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,236,007 | -1.5% | 52,968 | -0.9% | 0.01% | 0.0% |
| Q2 2023 | $1,254,653 | -4.9% | 53,458 | -3.9% | 0.01% | -16.7% |
| Q1 2023 | $1,319,523 | +2.1% | 55,606 | +0.5% | 0.01% | -14.3% |
| Q4 2022 | $1,292,120 | -77.1% | 55,337 | -77.3% | 0.01% | -78.8% |
| Q3 2022 | $5,633,000 | -3.2% | 243,861 | -0.3% | 0.03% | -13.2% |
| Q2 2022 | $5,817,000 | -22.9% | 244,505 | -20.1% | 0.04% | -22.4% |
| Q1 2022 | $7,545,000 | -4.5% | 306,100 | +1.0% | 0.05% | -9.3% |
| Q4 2021 | $7,898,000 | -3.6% | 302,947 | -2.0% | 0.05% | -20.6% |
| Q3 2021 | $8,193,000 | -0.6% | 309,162 | -0.2% | 0.07% | -11.7% |
| Q2 2021 | $8,240,000 | -20.4% | 309,642 | -21.2% | 0.08% | -31.2% |
| Q1 2021 | $10,354,000 | -1.0% | 392,802 | +1.8% | 0.11% | -19.4% |
| Q4 2020 | $10,458,000 | +5.6% | 385,889 | +4.5% | 0.14% | -15.2% |
| Q3 2020 | $9,907,000 | +0.7% | 369,314 | +0.2% | 0.16% | +1.2% |
| Q2 2020 | $9,836,000 | +23.3% | 368,415 | +12.3% | 0.16% | -8.0% |
| Q1 2020 | $7,977,000 | -2.5% | 328,156 | +2.3% | 0.18% | +36.4% |
| Q4 2019 | $8,184,000 | – | 320,796 | – | 0.13% | – |
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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% |