ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 106 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,584 | +63.1% | 625 | +64.0% | 0.00% | – |
| Q2 2023 | $8,942 | -68.6% | 381 | -68.2% | 0.00% | – |
| Q1 2023 | $28,476 | +220.1% | 1,200 | +215.0% | 0.00% | – |
| Q4 2022 | $8,896 | +789.6% | 381 | +618.9% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 53 | +47.2% | 0.00% | – |
| Q2 2022 | $1,000 | -87.5% | 36 | -88.5% | 0.00% | – |
| Q1 2022 | $8,000 | +60.0% | 314 | +54.7% | 0.00% | – |
| Q4 2021 | $5,000 | -28.6% | 203 | -26.2% | 0.00% | – |
| Q3 2021 | $7,000 | -12.5% | 275 | -10.7% | 0.00% | – |
| Q2 2021 | $8,000 | -27.3% | 308 | -28.9% | 0.00% | – |
| Q1 2021 | $11,000 | +37.5% | 433 | +45.3% | 0.00% | – |
| Q4 2020 | $8,000 | 0.0% | 298 | -2.6% | 0.00% | – |
| Q3 2020 | $8,000 | -70.4% | 306 | -70.0% | 0.00% | – |
| Q2 2020 | $27,000 | – | 1,021 | +11244.4% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 9 | -60.9% | 0.00% | – |
| Q3 2019 | $1,000 | – | 23 | +2200.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
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% |