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 | $91,809 | +0.3% | 3,934 | +0.9% | 0.01% | 0.0% |
| Q2 2023 | $91,534 | -0.3% | 3,900 | +0.8% | 0.01% | 0.0% |
| Q1 2023 | $91,791 | +2.2% | 3,868 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $89,846 | -0.2% | 3,848 | +1.5% | 0.01% | -16.7% |
| Q3 2022 | $90,000 | 0.0% | 3,790 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $90,000 | +190.3% | 3,790 | +217.4% | 0.01% | +200.0% |
| Q4 2021 | $31,000 | -68.4% | 1,194 | -67.6% | 0.00% | -33.3% |
| Q3 2021 | $98,000 | +390.0% | 3,684 | +392.5% | 0.00% | +200.0% |
| Q2 2021 | $20,000 | +5.3% | 748 | +3.5% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | – | 723 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 203,764 | $5,522,000 | 4.23% |
| CAPITAL ADVISORS INC/OK | 3,025,649 | $82,000,000 | 2.92% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 540,662 | $14,652,000 | 2.23% |
| Signature Wealth Management Group | 120,309 | $3,261,000 | 2.06% |
| Gateway Advisory, LLC | 286,959 | $7,777,000 | 1.69% |
| SIGMA INVESTMENT COUNSELORS INC | 698,661 | $18,935,000 | 1.63% |
| Peloton Wealth Strategists | 106,200 | $2,878,000 | 1.43% |
| Praetorian Wealth Management, Inc. | 103,858 | $2,814,000 | 1.08% |
| Capital Investment Advisors, LLC | 563,066 | $15,260,000 | 0.64% |
| WRAPMANAGER INC | 76,735 | $2,080,000 | 0.61% |