ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 170 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,109,445 | -14.7% | 47,544 | -14.2% | 1.18% | -3.5% |
| Q2 2023 | $1,300,115 | -0.2% | 55,395 | +1.0% | 1.22% | -7.9% |
| Q1 2023 | $1,302,096 | +3.1% | 54,871 | +1.4% | 1.32% | -7.7% |
| Q4 2022 | $1,263,303 | +1.8% | 54,103 | +0.7% | 1.43% | +1.3% |
| Q3 2022 | $1,241,000 | -3.3% | 53,740 | -0.3% | 1.42% | +1.2% |
| Q2 2022 | $1,283,000 | -3.1% | 53,919 | +0.4% | 1.40% | +13.9% |
| Q1 2022 | $1,324,000 | – | 53,725 | – | 1.23% | – |
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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% |