ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 170 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,340,905 | +4.6% | 100,318 | +5.2% | 0.59% | +8.3% |
| Q2 2023 | $2,238,177 | +0.2% | 95,364 | +1.3% | 0.54% | -3.6% |
| Q1 2023 | $2,233,095 | -1.7% | 94,104 | -3.3% | 0.56% | -3.8% |
| Q4 2022 | $2,272,748 | +1.6% | 97,334 | +0.5% | 0.58% | -6.2% |
| Q3 2022 | $2,237,000 | -2.7% | 96,857 | +0.3% | 0.62% | -2.0% |
| Q2 2022 | $2,298,000 | -20.8% | 96,589 | -18.0% | 0.64% | -1.4% |
| Q1 2022 | $2,903,000 | -39.7% | 117,770 | -36.2% | 0.65% | -36.6% |
| Q4 2021 | $4,813,000 | +117.1% | 184,618 | +120.7% | 1.02% | +95.2% |
| Q3 2021 | $2,217,000 | +5.7% | 83,650 | +6.7% | 0.52% | +8.1% |
| Q2 2021 | $2,097,000 | +6.7% | 78,423 | +5.2% | 0.48% | -1.0% |
| Q1 2021 | $1,965,000 | +6.3% | 74,532 | +9.3% | 0.49% | -5.2% |
| Q4 2020 | $1,848,000 | – | 68,173 | – | 0.52% | – |
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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% |