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 | $241,790 | +0.1% | 10,362 | +0.7% | 0.15% | -3.2% |
| Q2 2023 | $241,598 | -24.9% | 10,294 | -24.0% | 0.16% | -21.8% |
| Q1 2023 | $321,503 | +2.0% | 13,548 | +0.4% | 0.20% | -6.9% |
| Q4 2022 | $315,225 | +1.0% | 13,500 | 0.0% | 0.22% | -7.3% |
| Q3 2022 | $312,000 | -2.8% | 13,500 | 0.0% | 0.23% | +0.9% |
| Q2 2022 | $321,000 | -3.6% | 13,500 | 0.0% | 0.23% | +3.1% |
| Q1 2022 | $333,000 | -5.4% | 13,500 | 0.0% | 0.22% | -0.9% |
| Q4 2021 | $352,000 | – | 13,500 | – | 0.23% | – |
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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% |