ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 203 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $451,276 | +25.8% | 19,339 | +26.5% | 0.20% | +30.1% |
| Q2 2023 | $358,715 | +6.2% | 15,284 | +7.4% | 0.15% | -3.2% |
| Q1 2023 | $337,773 | +11.8% | 14,234 | +10.0% | 0.16% | +6.0% |
| Q4 2022 | $302,242 | +4.6% | 12,944 | +3.5% | 0.15% | -7.5% |
| Q3 2022 | $289,000 | +14.2% | 12,504 | +17.8% | 0.16% | +21.1% |
| Q2 2022 | $253,000 | +9.5% | 10,619 | +13.5% | 0.13% | +18.8% |
| Q1 2022 | $231,000 | +9.0% | 9,359 | +14.9% | 0.11% | +14.3% |
| Q4 2021 | $212,000 | -3.6% | 8,145 | -1.9% | 0.10% | -15.5% |
| Q3 2021 | $220,000 | – | 8,301 | – | 0.12% | – |
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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% |