ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 81 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,402 | -32.7% | 10,645 | -32.3% | 0.03% | -28.6% |
| Q2 2023 | $369,301 | -34.8% | 15,735 | -34.1% | 0.04% | -36.4% |
| Q1 2023 | $566,436 | -48.2% | 23,870 | -49.1% | 0.07% | -68.1% |
| Q4 2022 | $1,093,948 | -49.2% | 46,850 | -46.4% | 0.21% | -74.7% |
| Q1 2022 | $2,153,000 | -14.3% | 87,330 | -7.5% | 0.82% | -45.5% |
| Q2 2021 | $2,512,000 | -0.5% | 94,400 | -1.4% | 1.50% | +382.6% |
| Q1 2021 | $2,525,000 | -9.0% | 95,780 | -6.5% | 0.31% | -16.8% |
| Q4 2020 | $2,775,000 | -1.7% | 102,400 | -2.7% | 0.37% | -12.0% |
| Q3 2020 | $2,823,000 | -2.0% | 105,240 | -2.5% | 0.42% | -7.8% |
| Q2 2020 | $2,881,000 | -2.4% | 107,970 | -10.2% | 0.46% | -18.0% |
| Q1 2020 | $2,951,000 | +74.2% | 120,215 | +81.4% | 0.56% | +136.1% |
| Q4 2019 | $1,694,000 | – | 66,260 | – | 0.24% | – |
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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% |