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 | $3,108,922 | +4.4% | 133,230 | +5.0% | 2.10% | +2.9% |
| Q2 2023 | $2,977,287 | +0.6% | 126,855 | +1.7% | 2.04% | +0.6% |
| Q1 2023 | $2,959,487 | +5.5% | 124,715 | +3.8% | 2.03% | +4.4% |
| Q4 2022 | $2,805,269 | +38.5% | 120,140 | +37.0% | 1.94% | +28.6% |
| Q3 2022 | $2,026,000 | +115079.1% | 87,715 | +18.6% | 1.51% | -10.6% |
| Q2 2022 | $1,759 | -99.9% | 73,935 | -8.0% | 1.69% | -3.8% |
| Q1 2022 | $1,964,000 | +2.5% | 80,375 | +9.3% | 1.76% | +1.9% |
| Q4 2021 | $1,917,000 | – | 73,550 | – | 1.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 401,798 | $9,375,951 | 6.97% |
| SHUFRO ROSE & CO LLC | 3,104,001 | $72,431,876 | 6.83% |
| Keeler Thomas Management LLC | 626,009 | $14,801,918 | 5.48% |
| Gateway Advisory, LLC | 751,100 | $17,526,910 | 3.58% |
| Foundation Wealth Management, LLC | 151,413 | $3,533,219 | 3.53% |
| Buffington Mohr McNeal | 563,804 | $13,156,360 | 2.99% |
| Sound View Wealth Advisors Group, LLC | 1,009,298 | $23,551,964 | 2.93% |
| Michael S. Ryan, Inc. | 126,390 | $2,942,365 | 2.81% |
| Windsor Capital Management, LLC | 338,292 | $7,894,056 | 2.73% |
| Peloton Wealth Strategists | 246,790 | $5,759 | 2.66% |