ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 129 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,311 | -6.9% | 16,555 | -6.4% | 0.25% | -4.2% |
| Q2 2023 | $414,997 | -2.3% | 17,682 | -1.3% | 0.26% | -1.9% |
| Q1 2023 | $424,909 | +0.5% | 17,906 | -1.1% | 0.26% | -0.4% |
| Q4 2022 | $422,962 | -0.0% | 18,114 | -1.0% | 0.26% | -9.9% |
| Q3 2022 | $423,000 | -6.0% | 18,294 | -3.4% | 0.29% | +1.0% |
| Q2 2022 | $450,000 | -4.9% | 18,930 | -1.3% | 0.29% | +14.6% |
| Q1 2022 | $473,000 | -4.4% | 19,181 | +1.0% | 0.25% | -3.8% |
| Q4 2021 | $495,000 | -0.4% | 18,989 | +1.3% | 0.26% | -8.3% |
| Q3 2021 | $497,000 | -5.2% | 18,748 | -4.8% | 0.29% | -1.7% |
| Q2 2021 | $524,000 | +6.7% | 19,683 | +5.6% | 0.29% | +2.4% |
| Q1 2021 | $491,000 | +57.9% | 18,640 | +62.3% | 0.29% | +38.2% |
| Q4 2020 | $311,000 | -1.0% | 11,487 | -1.9% | 0.21% | -10.0% |
| Q3 2020 | $314,000 | – | 11,711 | – | 0.23% | – |
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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% |