ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 170 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,291,973 | +33.7% | 226,783 | +34.5% | 0.01% | +40.0% |
| Q2 2023 | $3,957,882 | +13.2% | 168,636 | +14.5% | 0.01% | 0.0% |
| Q1 2023 | $3,495,579 | +55.3% | 147,306 | +52.9% | 0.01% | +66.7% |
| Q4 2022 | $2,250,208 | +20.2% | 96,369 | +18.9% | 0.00% | 0.0% |
| Q3 2022 | $1,872,000 | +88.5% | 81,052 | +94.1% | 0.00% | +50.0% |
| Q2 2022 | $993,000 | – | 41,757 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 169,732 | $4,167,000 | 4.49% |
| CAPITAL ADVISORS INC/OK | 2,554,460 | $62,712,000 | 3.40% |
| Signature Wealth Management Group | 118,095 | $2,899,000 | 2.55% |
| Motley Fool Wealth Management, LLC | 1,221,929 | $29,998,000 | 2.17% |
| SIGMA INVESTMENT COUNSELORS INC | 351,979 | $8,641,000 | 1.10% |
| WRAPMANAGER INC | 68,249 | $1,676,000 | 0.75% |
| TLWM | 49,897 | $1,227,000 | 0.72% |
| Peloton Wealth Strategists | 35,500 | $872,000 | 0.71% |
| Timber Creek Capital Management LLC | 39,120 | $960,000 | 0.70% |
| GODSEY & GIBB, INC | 120,215 | $2,951,000 | 0.56% |