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 | $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 | 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% |