ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,767 | +3.0% | 1,361,350 | +3.6% | 0.12% | -0.8% |
| Q2 2023 | $30,850 | +11.7% | 1,314,432 | +12.9% | 0.12% | -2.4% |
| Q1 2023 | $27,618 | +19.2% | 1,163,859 | +17.2% | 0.12% | +7.8% |
| Q4 2022 | $23,179 | -99.9% | 992,663 | +36.0% | 0.12% | +16.0% |
| Q3 2022 | $16,855,000 | +56.3% | 729,645 | +61.0% | 0.10% | +51.5% |
| Q2 2022 | $10,784,000 | +70.8% | 453,328 | +77.0% | 0.07% | +78.4% |
| Q1 2022 | $6,314,000 | +34.2% | 256,147 | +41.9% | 0.04% | +27.6% |
| Q4 2021 | $4,706,000 | +46.6% | 180,511 | +49.0% | 0.03% | +31.8% |
| Q3 2021 | $3,210,000 | +34.4% | 121,118 | +35.0% | 0.02% | +22.2% |
| Q2 2021 | $2,388,000 | +43.4% | 89,747 | +42.1% | 0.02% | +20.0% |
| Q1 2021 | $1,665,000 | – | 63,173 | – | 0.02% | – |
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% |