ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 203 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,350,537 | +11.2% | 100,730 | +11.8% | 0.49% | +13.1% |
| Q2 2023 | $2,113,872 | +30.8% | 90,067 | +32.3% | 0.43% | +21.6% |
| Q1 2023 | $1,615,538 | +13.8% | 68,080 | +12.0% | 0.36% | +5.6% |
| Q4 2022 | $1,419,400 | -11.5% | 60,788 | -12.4% | 0.34% | -16.7% |
| Q3 2022 | $1,604,000 | +6.9% | 69,418 | +10.1% | 0.41% | +17.3% |
| Q2 2022 | $1,500,000 | +517.3% | 63,063 | +539.8% | 0.35% | +592.0% |
| Q1 2022 | $243,000 | -5.4% | 9,856 | 0.0% | 0.05% | -5.7% |
| Q4 2021 | $257,000 | +12.2% | 9,856 | +14.2% | 0.05% | +3.9% |
| Q3 2021 | $229,000 | – | 8,630 | – | 0.05% | – |
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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% |