ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 170 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $739,387 | -4.0% | 31,503 | -2.9% | 0.07% | -6.3% |
| Q1 2023 | $770,063 | +10.7% | 32,451 | +8.9% | 0.08% | +5.3% |
| Q4 2022 | $695,667 | +20.8% | 29,793 | +19.4% | 0.08% | +8.7% |
| Q3 2022 | $576,000 | -4.3% | 24,951 | -1.4% | 0.07% | 0.0% |
| Q2 2022 | $602,000 | +88.7% | 25,311 | +95.4% | 0.07% | +102.9% |
| Q1 2022 | $319,000 | -5.6% | 12,951 | 0.0% | 0.03% | -2.9% |
| Q4 2021 | $338,000 | +50.2% | 12,951 | +52.5% | 0.04% | +34.6% |
| Q3 2021 | $225,000 | -0.4% | 8,493 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $226,000 | +30.6% | 8,493 | +29.6% | 0.03% | +22.7% |
| Q1 2021 | $173,000 | +98.9% | 6,553 | +103.6% | 0.02% | +83.3% |
| Q4 2020 | $87,000 | +24.3% | 3,218 | +22.9% | 0.01% | +9.1% |
| Q3 2020 | $70,000 | – | 2,618 | – | 0.01% | – |
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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% |