ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 252 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |