ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 129 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,455,401 | -2.3% | 190,932 | -1.7% | 2.59% | +5.6% |
| Q2 2023 | $4,559,654 | -0.8% | 194,276 | +0.3% | 2.45% | -3.0% |
| Q1 2023 | $4,596,175 | +0.9% | 193,686 | -0.7% | 2.52% | -3.5% |
| Q4 2022 | $4,552,988 | -5.0% | 194,989 | -6.0% | 2.61% | -0.6% |
| Q3 2022 | $4,791,000 | +0.5% | 207,409 | +3.6% | 2.63% | +5.4% |
| Q2 2022 | $4,765,000 | +6.2% | 200,275 | +10.0% | 2.50% | +20.6% |
| Q1 2022 | $4,487,000 | +24.6% | 182,038 | +31.7% | 2.07% | +28.7% |
| Q4 2021 | $3,602,000 | +11.8% | 138,174 | +13.7% | 1.61% | +4.0% |
| Q3 2021 | $3,221,000 | +23.2% | 121,533 | +23.7% | 1.54% | +26.2% |
| Q2 2021 | $2,615,000 | – | 98,271 | – | 1.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 401,798 | $9,375,951 | 6.97% |
| SHUFRO ROSE & CO LLC | 3,104,001 | $72,431,876 | 6.83% |
| Keeler Thomas Management LLC | 626,009 | $14,801,918 | 5.48% |
| Gateway Advisory, LLC | 751,100 | $17,526,910 | 3.58% |
| Foundation Wealth Management, LLC | 151,413 | $3,533,219 | 3.53% |
| Buffington Mohr McNeal | 563,804 | $13,156,360 | 2.99% |
| Sound View Wealth Advisors Group, LLC | 1,009,298 | $23,551,964 | 2.93% |
| Michael S. Ryan, Inc. | 126,390 | $2,942,365 | 2.81% |
| Windsor Capital Management, LLC | 338,292 | $7,894,056 | 2.73% |
| Peloton Wealth Strategists | 246,790 | $5,759 | 2.66% |