ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 204 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $328,165 | -6.4% | 13,725 | -6.4% | 0.26% | +13.0% |
| Q1 2024 | $350,517 | 0.0% | 14,666 | 0.0% | 0.23% | 0.0% |
| Q4 2023 | $350,517 | +14.8% | 14,666 | +12.1% | 0.23% | +3.1% |
| Q3 2023 | $305,385 | -0.6% | 13,087 | 0.0% | 0.22% | +2.3% |
| Q2 2023 | $307,152 | -2.8% | 13,087 | -1.7% | 0.22% | -6.0% |
| Q1 2023 | $315,846 | +98911.3% | 13,310 | -2.5% | 0.23% | -9.0% |
| Q4 2022 | $319 | -99.9% | 13,649 | +12.1% | 0.26% | -1.5% |
| Q3 2022 | $281,000 | -7.3% | 12,178 | -3.1% | 0.26% | +4.4% |
| Q2 2022 | $303,000 | – | 12,572 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 174,027 | $4,643,000 | 4.37% |
| CAPITAL ADVISORS INC/OK | 2,806,256 | $75,881,000 | 3.16% |
| Signature Wealth Management Group | 117,721 | $3,141,000 | 2.40% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 463,631 | $12,375,000 | 2.20% |
| Gateway Advisory, LLC | 274,326 | $7,319,000 | 2.15% |
| SIGMA INVESTMENT COUNSELORS INC | 427,835 | $11,415,000 | 1.21% |
| Peloton Wealth Strategists | 46,500 | $1,241,000 | 0.78% |
| TLWM | 47,734 | $1,273,000 | 0.75% |
| WRAPMANAGER INC | 72,409 | $1,932,000 | 0.72% |
| Timber Creek Capital Management LLC | 38,620 | $1,030,000 | 0.65% |