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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 203,764 | $5,522,000 | 4.23% |
| CAPITAL ADVISORS INC/OK | 3,025,649 | $82,000,000 | 2.92% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 540,662 | $14,652,000 | 2.23% |
| Signature Wealth Management Group | 120,309 | $3,261,000 | 2.06% |
| Gateway Advisory, LLC | 286,959 | $7,777,000 | 1.69% |
| SIGMA INVESTMENT COUNSELORS INC | 698,661 | $18,935,000 | 1.63% |
| Peloton Wealth Strategists | 106,200 | $2,878,000 | 1.43% |
| Praetorian Wealth Management, Inc. | 103,858 | $2,814,000 | 1.08% |
| Capital Investment Advisors, LLC | 563,066 | $15,260,000 | 0.64% |
| WRAPMANAGER INC | 76,735 | $2,080,000 | 0.61% |