ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 227 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $249,968 | -0.1% | 10,494 | 0.0% | 0.02% | 0.0% |
Q1 2024 | $250,282 | -0.2% | 10,494 | 0.0% | 0.02% | -4.8% |
Q4 2023 | $250,807 | +117.9% | 10,494 | +116.8% | 0.02% | +110.0% |
Q4 2022 | $115,095 | -99.9% | 4,840 | +8.4% | 0.01% | -33.3% |
Q2 2020 | $119,126,000 | – | 4,465 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PFG Private Wealth Management, LLC | 174,027 | $4,643,000 | 4.37% |
CAPITAL ADVISORS INC/OK | 2,806,256 | $75,881,000 | 3.16% |
Signature Wealth Management Group | 117,721 | $3,141,000 | 2.40% |
BRANDYWINE OAK PRIVATE WEALTH LLC | 463,631 | $12,375,000 | 2.20% |
Gateway Advisory, LLC | 274,326 | $7,319,000 | 2.15% |
SIGMA INVESTMENT COUNSELORS INC | 427,835 | $11,415,000 | 1.21% |
Peloton Wealth Strategists | 46,500 | $1,241,000 | 0.78% |
TLWM | 47,734 | $1,273,000 | 0.75% |
WRAPMANAGER INC | 72,409 | $1,932,000 | 0.72% |
Timber Creek Capital Management LLC | 38,620 | $1,030,000 | 0.65% |