ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 224 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,954,766 | +0.9% | 126,624 | +1.5% | 2.38% | +1.7% |
| Q2 2023 | $2,927,171 | +1.6% | 124,719 | +2.7% | 2.34% | -2.0% |
| Q1 2023 | $2,881,505 | +0.1% | 121,429 | -1.5% | 2.38% | -8.1% |
| Q4 2022 | $2,879,000 | +1.0% | 123,296 | -0.1% | 2.59% | -7.5% |
| Q3 2022 | $2,851,000 | -5.2% | 123,429 | -2.3% | 2.80% | -0.6% |
| Q2 2022 | $3,007,000 | -5.3% | 126,396 | -1.9% | 2.82% | +0.1% |
| Q1 2022 | $3,176,000 | -5.5% | 128,849 | -0.1% | 2.82% | +3.8% |
| Q4 2021 | $3,361,000 | +2.6% | 128,934 | +4.3% | 2.72% | -4.6% |
| Q3 2021 | $3,276,000 | +10.3% | 123,623 | +10.8% | 2.84% | +6.2% |
| Q2 2021 | $2,970,000 | +4.7% | 111,603 | +3.7% | 2.68% | -2.1% |
| Q1 2021 | $2,837,000 | – | 107,615 | – | 2.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | 2,793,687 | $66,294,190 | 6.14% |
| Keeler Thomas Management LLC | 537,069 | $12,744,639 | 5.99% |
| PFG Private Wealth Management, LLC | 334,536 | $7,938,539 | 5.05% |
| Foundation Wealth Management, LLC | 157,551 | $3,738,678 | 3.85% |
| Buffington Mohr McNeal | 587,194 | $13,934,110 | 3.19% |
| Platte River Wealth Advisors, LLC | 302,173 | $7,170,565 | 2.75% |
| Windsor Capital Management, LLC | 333,180 | $7,906,365 | 2.72% |
| Sound View Wealth Advisors Group, LLC | 808,543 | $19,186,735 | 2.63% |
| IRON Financial LLC | 193,686 | $4,596,175 | 2.52% |
| Peloton Wealth Strategists | 227,625 | $5,402 | 2.47% |