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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,084,272 | +1.0% | 216,629 | +2.1% | 2.37% | -0.8% |
| Q1 2023 | $5,035,211 | +4.9% | 212,188 | +3.2% | 2.39% | +1.7% |
| Q4 2022 | $4,802,245 | +9.6% | 205,664 | +8.4% | 2.35% | +5.5% |
| Q3 2022 | $4,381,000 | +11.0% | 189,642 | +14.3% | 2.23% | +16.0% |
| Q2 2022 | $3,948,000 | +14.4% | 165,958 | +18.5% | 1.92% | +23.6% |
| Q1 2022 | $3,451,000 | +4.6% | 139,997 | +10.6% | 1.55% | -6.7% |
| Q4 2021 | $3,299,000 | -0.3% | 126,530 | +1.3% | 1.66% | -9.5% |
| Q3 2021 | $3,308,000 | +0.1% | 124,847 | +0.5% | 1.84% | -0.1% |
| Q2 2021 | $3,305,000 | +2.2% | 124,213 | +1.2% | 1.84% | -3.3% |
| Q1 2021 | $3,235,000 | -0.8% | 122,729 | +2.0% | 1.90% | -7.4% |
| Q4 2020 | $3,261,000 | +2.5% | 120,309 | +1.4% | 2.06% | -10.2% |
| Q3 2020 | $3,182,000 | +1.3% | 118,637 | +0.8% | 2.29% | -4.6% |
| Q2 2020 | $3,141,000 | +8.3% | 117,721 | -0.3% | 2.40% | -5.8% |
| Q1 2020 | $2,899,000 | -1.5% | 118,095 | +2.6% | 2.55% | +37.1% |
| Q4 2019 | $2,944,000 | +3.0% | 115,123 | +2.6% | 1.86% | -1.8% |
| Q3 2019 | $2,859,000 | +6.0% | 112,245 | +4.0% | 1.89% | +5.1% |
| Q2 2019 | $2,697,000 | +4.2% | 107,891 | +1.1% | 1.80% | -0.6% |
| Q1 2019 | $2,588,000 | +10.2% | 106,769 | +4.7% | 1.81% | -0.5% |
| Q4 2018 | $2,348,000 | +1.3% | 101,936 | +1.5% | 1.82% | +5.9% |
| Q3 2018 | $2,319,000 | +3.9% | 100,398 | +4.9% | 1.72% | +4.2% |
| Q2 2018 | $2,232,000 | +1418.4% | 95,724 | +1440.5% | 1.65% | +1361.9% |
| Q1 2018 | $147,000 | +206.2% | 6,214 | +219.3% | 0.11% | +222.9% |
| Q4 2017 | $48,000 | – | 1,946 | – | 0.04% | – |
Download | ||||||
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% |