ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,011,390 | +22.3% | 257,613 | +23.0% | 0.54% | +22.1% |
Q2 2023 | $4,916,249 | -19.3% | 209,469 | -18.4% | 0.44% | -21.8% |
Q1 2023 | $6,091,249 | +13.1% | 256,690 | +11.3% | 0.57% | +3.3% |
Q4 2022 | $5,383,438 | +389.4% | 230,554 | +384.0% | 0.55% | +350.8% |
Q3 2022 | $1,100,000 | -2.9% | 47,635 | 0.0% | 0.12% | +1.7% |
Q2 2022 | $1,133,000 | -3.5% | 47,635 | 0.0% | 0.12% | +9.1% |
Q1 2022 | $1,174,000 | +37.1% | 47,635 | +47.5% | 0.11% | +26.4% |
Q3 2021 | $856,000 | -0.3% | 32,295 | 0.0% | 0.09% | -2.2% |
Q2 2021 | $859,000 | +0.9% | 32,295 | 0.0% | 0.09% | -7.3% |
Q1 2021 | $851,000 | -2.7% | 32,295 | 0.0% | 0.10% | -7.7% |
Q4 2020 | $875,000 | +17.0% | 32,295 | +15.8% | 0.10% | +5.1% |
Q3 2020 | $748,000 | +0.5% | 27,891 | 0.0% | 0.10% | -4.8% |
Q2 2020 | $744,000 | +8.6% | 27,891 | 0.0% | 0.10% | -9.6% |
Q1 2020 | $685,000 | -3.9% | 27,891 | 0.0% | 0.12% | +5.5% |
Q4 2019 | $713,000 | +579.0% | 27,891 | +577.0% | 0.11% | +541.2% |
Q3 2019 | $105,000 | +1.9% | 4,120 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $103,000 | +3.0% | 4,120 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $100,000 | +5.3% | 4,120 | 0.0% | 0.02% | -5.6% |
Q4 2018 | $95,000 | – | 4,120 | – | 0.02% | – |
Download |
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% |