ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 148 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,048,325 | +31.4% | 44,925 | +32.1% | 0.12% | +33.7% |
| Q2 2023 | $797,980 | -1.1% | 34,000 | 0.0% | 0.09% | -8.9% |
| Q1 2023 | $806,820 | +1.6% | 34,000 | 0.0% | 0.10% | -1.0% |
| Q4 2022 | $793,900 | +1.1% | 34,000 | 0.0% | 0.10% | -8.9% |
| Q3 2022 | $785,000 | -3.0% | 34,000 | 0.0% | 0.11% | +1.8% |
| Q2 2022 | $809,000 | -3.5% | 34,000 | 0.0% | 0.11% | -0.9% |
| Q1 2022 | $838,000 | -12.2% | 34,000 | -7.1% | 0.11% | -6.7% |
| Q4 2021 | $954,000 | -1.6% | 36,600 | 0.0% | 0.12% | -11.9% |
| Q3 2021 | $970,000 | -0.4% | 36,600 | 0.0% | 0.14% | -2.2% |
| Q2 2021 | $974,000 | +0.9% | 36,600 | 0.0% | 0.14% | -8.0% |
| Q1 2021 | $965,000 | -2.7% | 36,600 | 0.0% | 0.15% | -23.5% |
| Q4 2020 | $992,000 | +1.0% | 36,600 | 0.0% | 0.20% | -11.7% |
| Q3 2020 | $982,000 | +0.6% | 36,600 | 0.0% | 0.22% | -9.8% |
| Q2 2020 | $976,000 | +8.6% | 36,600 | 0.0% | 0.25% | +2.5% |
| Q1 2020 | $899,000 | -4.0% | 36,600 | 0.0% | 0.24% | +15.4% |
| Q4 2019 | $936,000 | – | 36,600 | – | 0.21% | – |
Download | ||||||
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% |