ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 224 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |