ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 116 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $296,238 | -0.6% | 12,695 | 0.0% | 0.08% | +2.7% |
| Q2 2023 | $297,952 | -1.1% | 12,695 | 0.0% | 0.07% | -7.5% |
| Q1 2023 | $301,252 | +1.6% | 12,695 | 0.0% | 0.08% | -5.9% |
| Q4 2022 | $296,428 | +1.2% | 12,695 | 0.0% | 0.08% | -4.5% |
| Q3 2022 | $293,000 | -3.0% | 12,695 | 0.0% | 0.09% | +1.1% |
| Q2 2022 | $302,000 | -3.5% | 12,695 | 0.0% | 0.09% | +6.0% |
| Q1 2022 | $313,000 | -5.4% | 12,695 | 0.0% | 0.08% | -3.5% |
| Q4 2021 | $331,000 | -1.5% | 12,695 | 0.0% | 0.09% | -9.5% |
| Q3 2021 | $336,000 | – | 12,695 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | 2,793,687 | $66,294,190 | 6.14% |
| Keeler Thomas Management LLC | 537,069 | $12,744,639 | 5.99% |
| PFG Private Wealth Management, LLC | 334,536 | $7,938,539 | 5.05% |
| Foundation Wealth Management, LLC | 157,551 | $3,738,678 | 3.85% |
| Buffington Mohr McNeal | 587,194 | $13,934,110 | 3.19% |
| Platte River Wealth Advisors, LLC | 302,173 | $7,170,565 | 2.75% |
| Windsor Capital Management, LLC | 333,180 | $7,906,365 | 2.72% |
| Sound View Wealth Advisors Group, LLC | 808,543 | $19,186,735 | 2.63% |
| IRON Financial LLC | 193,686 | $4,596,175 | 2.52% |
| Peloton Wealth Strategists | 227,625 | $5,402 | 2.47% |