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 | $18,793,252 | +3.3% | 805,368 | +3.9% | 0.03% | +3.3% |
| Q2 2023 | $18,200,998 | +5.2% | 775,501 | +6.4% | 0.03% | 0.0% |
| Q1 2023 | $17,293,721 | +4.3% | 728,770 | +2.7% | 0.03% | +3.4% |
| Q4 2022 | $16,576,717 | +0.8% | 709,924 | -0.3% | 0.03% | -9.4% |
| Q3 2022 | $16,453,000 | -10.1% | 712,266 | -7.5% | 0.03% | -5.9% |
| Q2 2022 | $18,311,000 | -20.9% | 769,709 | -18.0% | 0.03% | -8.1% |
| Q1 2022 | $23,144,000 | -3.9% | 938,918 | +1.7% | 0.04% | 0.0% |
| Q4 2021 | $24,071,000 | +3.5% | 923,313 | +5.2% | 0.04% | -2.6% |
| Q3 2021 | $23,251,000 | -8.0% | 877,413 | -7.6% | 0.04% | -7.3% |
| Q2 2021 | $25,278,000 | +8.4% | 949,950 | +7.4% | 0.04% | 0.0% |
| Q1 2021 | $23,321,000 | +4.5% | 884,721 | +7.5% | 0.04% | -4.7% |
| Q4 2020 | $22,307,000 | +9.6% | 823,079 | +8.5% | 0.04% | -2.3% |
| Q3 2020 | $20,351,000 | +2.7% | 758,795 | +2.1% | 0.04% | -2.2% |
| Q2 2020 | $19,823,000 | +10.4% | 742,995 | +1.6% | 0.04% | -4.3% |
| Q1 2020 | $17,959,000 | +2.9% | 731,507 | +7.2% | 0.05% | +34.3% |
| Q4 2019 | $17,449,000 | – | 682,397 | – | 0.04% | – |
Download | ||||||
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% |