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 | $904,955 | +1.3% | 38,781 | +1.9% | 0.01% | 0.0% |
| Q2 2023 | $893,339 | +4.9% | 38,063 | +6.1% | 0.01% | 0.0% |
| Q1 2023 | $851,409 | +5.2% | 35,879 | +3.5% | 0.01% | -6.7% |
| Q4 2022 | $809,264 | +6.8% | 34,658 | +5.6% | 0.02% | -25.0% |
| Q3 2022 | $758,000 | -5.6% | 32,823 | -2.7% | 0.02% | +11.1% |
| Q2 2022 | $803,000 | +5.2% | 33,738 | +9.1% | 0.02% | +20.0% |
| Q1 2022 | $763,000 | -12.8% | 30,938 | -7.9% | 0.02% | -16.7% |
| Q4 2021 | $875,000 | -2.8% | 33,578 | -1.1% | 0.02% | 0.0% |
| Q3 2021 | $900,000 | +0.7% | 33,962 | +1.1% | 0.02% | -14.3% |
| Q2 2021 | $894,000 | +1.0% | 33,578 | 0.0% | 0.02% | -12.5% |
| Q1 2021 | $885,000 | -2.7% | 33,578 | 0.0% | 0.02% | -17.2% |
| Q4 2020 | $910,000 | +4.4% | 33,578 | +3.3% | 0.03% | -12.1% |
| Q3 2020 | $872,000 | +23.3% | 32,503 | +22.7% | 0.03% | +10.0% |
| Q2 2020 | $707,000 | +8.1% | 26,483 | -0.6% | 0.03% | -14.3% |
| Q1 2020 | $654,000 | +39.7% | 26,643 | +46.0% | 0.04% | +75.0% |
| Q4 2019 | $468,000 | +0.9% | 18,248 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $464,000 | +11.0% | 18,248 | +9.3% | 0.02% | +5.3% |
| Q2 2019 | $418,000 | +52.6% | 16,695 | +48.0% | 0.02% | +35.7% |
| Q1 2019 | $274,000 | +21.8% | 11,280 | +15.5% | 0.01% | +7.7% |
| Q4 2018 | $225,000 | – | 9,770 | – | 0.01% | – |
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% |