ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 171 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $521,136 | +0.1% | 21,878 | +0.2% | 0.24% | -4.1% |
| Q1 2024 | $520,651 | -0.0% | 21,830 | +0.2% | 0.25% | -12.8% |
| Q4 2023 | $520,740 | +12.3% | 21,788 | +9.6% | 0.28% | +3.3% |
| Q3 2023 | $463,858 | +18.1% | 19,878 | +18.8% | 0.27% | +19.7% |
| Q2 2023 | $392,637 | +89.6% | 16,729 | +91.7% | 0.23% | +74.0% |
| Q1 2023 | $207,051 | +154.6% | 8,725 | +150.5% | 0.13% | +142.6% |
| Q4 2022 | $81,331 | 0.0% | 3,483 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $81,331 | – | 3,483 | – | 0.05% | – |
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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% |