ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 335 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,481,223 | -5.5% | 62,184 | -5.4% | 0.22% | -10.3% |
| Q1 2024 | $1,568,018 | -13.5% | 65,745 | -13.4% | 0.24% | -21.9% |
| Q4 2023 | $1,813,413 | -14.5% | 75,875 | -16.6% | 0.31% | -21.7% |
| Q3 2023 | $2,122,155 | +18.7% | 90,943 | +19.4% | 0.40% | +19.6% |
| Q2 2023 | $1,788,109 | +17.4% | 76,187 | +18.7% | 0.33% | +15.3% |
| Q1 2023 | $1,523,371 | +880.0% | 64,196 | +864.3% | 0.29% | +800.0% |
| Q4 2022 | $155,441 | +91.9% | 6,657 | +89.6% | 0.03% | +68.4% |
| Q3 2022 | $81,000 | – | 3,511 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 225,305 | $5,939,000 | 4.09% |
| CAPITAL ADVISORS INC/OK | 3,324,727 | $87,640,000 | 2.87% |
| 4Thought Financial Group Inc. | 107,615 | $2,837,000 | 2.74% |
| Gateway Advisory, LLC | 294,889 | $7,773,000 | 1.97% |
| Signature Wealth Management Group | 122,729 | $3,235,000 | 1.90% |
| Peloton Wealth Strategists | 149,700 | $3,946,000 | 1.85% |
| SIGMA INVESTMENT COUNSELORS INC | 862,197 | $22,728,000 | 1.84% |
| Bradley & Co. Private Wealth Management, LLC | 51,567 | $1,359,000 | 1.25% |
| Praetorian Wealth Management, Inc. | 117,674 | $3,101,000 | 1.09% |
| NovaPoint Capital, LLC | 57,046 | $1,504,000 | 0.70% |