ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 227 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $218,191 | -0.1% | 9,160 | 0.0% | 0.14% | -3.4% |
| Q1 2024 | $218,466 | -0.2% | 9,160 | 0.0% | 0.15% | -6.3% |
| Q4 2023 | $218,924 | +2.4% | 9,160 | 0.0% | 0.16% | -4.2% |
| Q3 2023 | $213,749 | -0.6% | 9,160 | 0.0% | 0.17% | +2.5% |
| Q2 2023 | $214,985 | -9.0% | 9,160 | -8.0% | 0.16% | -13.8% |
| Q1 2023 | $236,351 | +1.6% | 9,960 | 0.0% | 0.19% | -2.1% |
| Q4 2022 | $232,566 | +49.1% | 9,960 | +47.3% | 0.19% | +27.2% |
| Q3 2022 | $156,000 | -3.1% | 6,760 | 0.0% | 0.15% | +4.1% |
| Q2 2022 | $161,000 | -3.6% | 6,760 | 0.0% | 0.14% | +4.3% |
| Q1 2022 | $167,000 | -5.1% | 6,760 | 0.0% | 0.14% | -0.7% |
| Q4 2021 | $176,000 | +11.4% | 6,760 | +13.4% | 0.14% | +5.3% |
| Q3 2021 | $158,000 | -0.6% | 5,960 | 0.0% | 0.13% | -0.7% |
| Q2 2021 | $159,000 | +1.3% | 5,960 | 0.0% | 0.13% | -5.0% |
| Q1 2021 | $157,000 | -3.1% | 5,960 | 0.0% | 0.14% | +2.2% |
| Q4 2020 | $162,000 | – | 5,960 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 174,027 | $4,643,000 | 4.37% |
| CAPITAL ADVISORS INC/OK | 2,806,256 | $75,881,000 | 3.16% |
| Signature Wealth Management Group | 117,721 | $3,141,000 | 2.40% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 463,631 | $12,375,000 | 2.20% |
| Gateway Advisory, LLC | 274,326 | $7,319,000 | 2.15% |
| SIGMA INVESTMENT COUNSELORS INC | 427,835 | $11,415,000 | 1.21% |
| Peloton Wealth Strategists | 46,500 | $1,241,000 | 0.78% |
| TLWM | 47,734 | $1,273,000 | 0.75% |
| WRAPMANAGER INC | 72,409 | $1,932,000 | 0.72% |
| Timber Creek Capital Management LLC | 38,620 | $1,030,000 | 0.65% |