ISHARES TR's ticker is IBDD and the CUSIP is 46432FAZ0. A total of 30 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $52,721 | +1.0% | 1,983 | +0.7% | 0.00% | -50.0% |
| Q4 2022 | $52,212 | +335.1% | 1,970 | +324.6% | 0.00% | +100.0% |
| Q1 2020 | $12,000 | -14.3% | 464 | -10.1% | 0.00% | 0.0% |
| Q4 2019 | $14,000 | 0.0% | 516 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 516 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $14,000 | +27.3% | 516 | +28.7% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +22.2% | 401 | +383.1% | 0.00% | -50.0% |
| Q1 2016 | $9,000 | 0.0% | 83 | 0.0% | 0.00% | -33.3% |
| Q4 2015 | $9,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $9,000 | -90.8% | 83 | -91.2% | 0.00% | -89.7% |
| Q2 2015 | $98,000 | -58.6% | 941 | -57.3% | 0.03% | -55.4% |
| Q1 2015 | $237,000 | -8.1% | 2,203 | -8.2% | 0.06% | -19.8% |
| Q4 2014 | $258,000 | – | 2,400 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ferris Capital, LLC | 84,948 | $2,322,000 | 0.75% |
| CAPITAL ONE FINANCIAL CORP | 10,789 | $295,000 | 0.04% |
| Ellis Investment Partners, LLC | 3,729 | $101,000 | 0.04% |
| Rockbridge Investment Management, LCC | 4,820 | $132,000 | 0.03% |
| Financial Advocates Investment Management | 9,311 | $255,000 | 0.02% |
| Anchor Investment Management, LLC | 4,050 | $110,727 | 0.02% |
| Timber Creek Capital Management LLC | 1,100 | $30,000 | 0.02% |
| D.A. DAVIDSON & CO. | 27,150 | $742,000 | 0.01% |
| STIFEL FINANCIAL CORP | 196,228 | $5,365,000 | 0.01% |
| Mariner, LLC | 34,852 | $953,000 | 0.01% |