ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 226 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,408,048 | +30.1% | 317,465 | +30.8% | 0.09% | -1.1% |
| Q2 2023 | $5,696,152 | +23.3% | 242,699 | +24.6% | 0.09% | +17.7% |
| Q1 2023 | $4,620,635 | +160.9% | 194,718 | +156.8% | 0.08% | +132.4% |
| Q4 2022 | $1,770,809 | +637.8% | 75,838 | +636.9% | 0.03% | +580.0% |
| Q3 2022 | $240,000 | +5.7% | 10,292 | +7.7% | 0.01% | 0.0% |
| Q2 2022 | $227,000 | – | 9,555 | – | 0.01% | – |
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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% |