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 | $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 ↓ |
|---|---|---|---|
| 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% |