ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 226 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,527,450 | -1.5% | 65,457 | -0.9% | 0.37% | +1.1% |
| Q2 2023 | $1,550,275 | -0.0% | 66,053 | +1.1% | 0.36% | -5.5% |
| Q1 2023 | $1,550,648 | -0.1% | 65,345 | -1.7% | 0.38% | -4.9% |
| Q4 2022 | $1,552,268 | -26.8% | 66,478 | -27.6% | 0.40% | -33.2% |
| Q3 2022 | $2,120,000 | -6.4% | 91,777 | -3.6% | 0.61% | -0.7% |
| Q2 2022 | $2,264,000 | -5.1% | 95,183 | -1.6% | 0.61% | +8.9% |
| Q1 2022 | $2,385,000 | +17.9% | 96,735 | +24.7% | 0.56% | +21.0% |
| Q4 2021 | $2,023,000 | +29.2% | 77,590 | +31.3% | 0.46% | +20.6% |
| Q3 2021 | $1,566,000 | 0.0% | 59,104 | +0.5% | 0.38% | -3.3% |
| Q2 2021 | $1,566,000 | +51.5% | 58,832 | +50.0% | 0.40% | +36.0% |
| Q1 2021 | $1,034,000 | -0.5% | 39,222 | +2.3% | 0.29% | -5.5% |
| Q4 2020 | $1,039,000 | – | 38,346 | – | 0.31% | – |
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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% |