ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,998,760 | +16.6% | 171,363 | +17.3% | 0.12% | +13.0% |
| Q2 2023 | $3,429,674 | +39.6% | 146,130 | +41.2% | 0.11% | +30.1% |
| Q1 2023 | $2,456,281 | -66.2% | 103,510 | -66.8% | 0.08% | -68.8% |
| Q4 2022 | $7,277,051 | +822.3% | 311,651 | +812.6% | 0.27% | +731.2% |
| Q3 2022 | $789,000 | +75.7% | 34,150 | +81.1% | 0.03% | +77.8% |
| Q2 2022 | $449,000 | – | 18,860 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 169,732 | $4,167,000 | 4.49% |
| CAPITAL ADVISORS INC/OK | 2,554,460 | $62,712,000 | 3.40% |
| Signature Wealth Management Group | 118,095 | $2,899,000 | 2.55% |
| Motley Fool Wealth Management, LLC | 1,221,929 | $29,998,000 | 2.17% |
| SIGMA INVESTMENT COUNSELORS INC | 351,979 | $8,641,000 | 1.10% |
| WRAPMANAGER INC | 68,249 | $1,676,000 | 0.75% |
| TLWM | 49,897 | $1,227,000 | 0.72% |
| Peloton Wealth Strategists | 35,500 | $872,000 | 0.71% |
| Timber Creek Capital Management LLC | 39,120 | $960,000 | 0.70% |
| GODSEY & GIBB, INC | 120,215 | $2,951,000 | 0.56% |