ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 106 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,023 | -5.8% | 13,800 | -5.2% | 0.08% | -5.7% |
| Q2 2023 | $341,770 | -1.1% | 14,562 | 0.0% | 0.09% | -6.4% |
| Q1 2023 | $345,556 | -9.6% | 14,562 | -11.0% | 0.09% | -6.9% |
| Q4 2022 | $382,053 | +1.1% | 16,362 | 0.0% | 0.10% | -6.5% |
| Q3 2022 | $377,962 | -2.9% | 16,362 | 0.0% | 0.11% | 0.0% |
| Q2 2022 | $389,252 | -5.8% | 16,362 | -2.4% | 0.11% | +5.9% |
| Q1 2022 | $413,183 | -0.9% | 16,762 | +4.8% | 0.10% | -4.7% |
| Q4 2021 | $417,120 | +6.4% | 16,000 | +8.1% | 0.11% | -4.5% |
| Q3 2021 | $392,200 | -0.4% | 14,800 | 0.0% | 0.11% | -1.8% |
| Q2 2021 | $393,828 | +1.6% | 14,800 | +0.7% | 0.11% | -9.5% |
| Q1 2021 | $387,492 | – | 14,700 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | 2,793,687 | $66,294,190 | 6.14% |
| Keeler Thomas Management LLC | 537,069 | $12,744,639 | 5.99% |
| PFG Private Wealth Management, LLC | 334,536 | $7,938,539 | 5.05% |
| Foundation Wealth Management, LLC | 157,551 | $3,738,678 | 3.85% |
| Buffington Mohr McNeal | 587,194 | $13,934,110 | 3.19% |
| Platte River Wealth Advisors, LLC | 302,173 | $7,170,565 | 2.75% |
| Windsor Capital Management, LLC | 333,180 | $7,906,365 | 2.72% |
| Sound View Wealth Advisors Group, LLC | 808,543 | $19,186,735 | 2.63% |
| IRON Financial LLC | 193,686 | $4,596,175 | 2.52% |
| Peloton Wealth Strategists | 227,625 | $5,402 | 2.47% |