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 | $810,343 | -17.4% | 34,727 | -17.0% | 0.32% | -12.0% |
| Q2 2023 | $981,391 | -0.8% | 41,815 | +0.3% | 0.37% | -9.6% |
| Q1 2023 | $988,966 | +2.9% | 41,676 | +1.2% | 0.40% | -3.6% |
| Q4 2022 | $961,243 | -48.9% | 41,167 | -49.4% | 0.42% | -50.8% |
| Q3 2022 | $1,880,000 | +22.7% | 81,403 | +26.4% | 0.85% | +28.2% |
| Q2 2022 | $1,532,000 | -30.5% | 64,397 | -28.0% | 0.67% | -17.0% |
| Q1 2022 | $2,205,000 | -6.7% | 89,456 | -1.3% | 0.80% | -5.3% |
| Q4 2021 | $2,363,000 | +12.7% | 90,659 | +14.6% | 0.85% | +0.7% |
| Q3 2021 | $2,096,000 | +19.9% | 79,103 | +20.4% | 0.84% | +16.3% |
| Q2 2021 | $1,748,000 | +16.2% | 65,684 | +15.1% | 0.72% | +2.7% |
| Q1 2021 | $1,504,000 | +42.0% | 57,046 | +46.0% | 0.70% | +27.5% |
| Q4 2020 | $1,059,000 | +45.9% | 39,082 | +44.3% | 0.55% | +17.2% |
| Q3 2020 | $726,000 | – | 27,077 | – | 0.47% | – |
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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% |