ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 96 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,888 | -1.0% | 10,923 | 0.0% | 0.07% | +4.4% |
| Q2 2023 | $257,346 | -15.1% | 10,923 | -14.5% | 0.07% | -23.6% |
| Q1 2023 | $303,174 | -1.8% | 12,776 | -3.4% | 0.09% | -10.1% |
| Q4 2022 | $308,710 | +16.1% | 13,221 | +14.5% | 0.10% | +10.0% |
| Q3 2022 | $266,000 | -3.3% | 11,550 | 0.0% | 0.09% | +2.3% |
| Q2 2022 | $275,000 | -22.5% | 11,550 | -19.8% | 0.09% | -9.3% |
| Q1 2022 | $355,000 | -5.6% | 14,408 | 0.0% | 0.10% | -5.8% |
| Q4 2021 | $376,000 | -4.3% | 14,408 | -2.8% | 0.10% | -12.7% |
| Q3 2021 | $393,000 | -0.3% | 14,822 | 0.0% | 0.12% | +9.3% |
| Q2 2021 | $394,000 | +8.2% | 14,822 | +7.2% | 0.11% | +42.1% |
| Q1 2021 | $364,000 | +48.0% | 13,822 | +52.5% | 0.08% | +38.2% |
| Q4 2020 | $246,000 | +1.2% | 9,066 | 0.0% | 0.06% | -11.3% |
| Q3 2020 | $243,000 | – | 9,066 | – | 0.06% | – |
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% |