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 | $23,954,355 | -0.3% | 1,026,542 | +0.2% | 1.94% | -0.2% |
| Q2 2023 | $24,037,515 | +0.1% | 1,024,180 | +1.2% | 1.94% | -6.2% |
| Q1 2023 | $24,010,228 | +5.7% | 1,011,809 | +4.0% | 2.07% | +3.8% |
| Q4 2022 | $22,725,063 | +48.9% | 973,236 | +47.3% | 1.99% | +33.0% |
| Q3 2022 | $15,260,000 | +29.5% | 660,591 | +33.3% | 1.50% | +30.0% |
| Q2 2022 | $11,787,000 | – | 495,459 | – | 1.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 203,764 | $5,522,000 | 4.23% |
| CAPITAL ADVISORS INC/OK | 3,025,649 | $82,000,000 | 2.92% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 540,662 | $14,652,000 | 2.23% |
| Signature Wealth Management Group | 120,309 | $3,261,000 | 2.06% |
| Gateway Advisory, LLC | 286,959 | $7,777,000 | 1.69% |
| SIGMA INVESTMENT COUNSELORS INC | 698,661 | $18,935,000 | 1.63% |
| Peloton Wealth Strategists | 106,200 | $2,878,000 | 1.43% |
| Praetorian Wealth Management, Inc. | 103,858 | $2,814,000 | 1.08% |
| Capital Investment Advisors, LLC | 563,066 | $15,260,000 | 0.64% |
| WRAPMANAGER INC | 76,735 | $2,080,000 | 0.61% |