ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 | 169,732 | $4,167,000 | 4.49% |
| CAPITAL ADVISORS INC/OK | 2,554,460 | $62,712,000 | 3.40% |
| Signature Wealth Management Group | 118,095 | $2,899,000 | 2.55% |
| Motley Fool Wealth Management, LLC | 1,221,929 | $29,998,000 | 2.17% |
| SIGMA INVESTMENT COUNSELORS INC | 351,979 | $8,641,000 | 1.10% |
| WRAPMANAGER INC | 68,249 | $1,676,000 | 0.75% |
| TLWM | 49,897 | $1,227,000 | 0.72% |
| Peloton Wealth Strategists | 35,500 | $872,000 | 0.71% |
| Timber Creek Capital Management LLC | 39,120 | $960,000 | 0.70% |
| GODSEY & GIBB, INC | 120,215 | $2,951,000 | 0.56% |