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 | $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% | – |
Download | ||||||
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% |