ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 86 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,107,318 | +13.8% | 47,853 | +15.5% | 0.01% | +20.0% |
| Q2 2023 | $973,082 | +20.8% | 41,443 | +22.5% | 0.01% | +11.1% |
| Q1 2023 | $805,759 | +168.1% | 33,827 | +163.1% | 0.01% | +125.0% |
| Q4 2022 | $300,491 | -26.5% | 12,858 | -16.5% | 0.00% | 0.0% |
| Q4 2021 | $409,000 | -1.4% | 15,400 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $415,000 | -0.5% | 15,400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $417,000 | -23.5% | 15,400 | -24.5% | 0.01% | -28.6% |
| Q1 2021 | $545,000 | -3.0% | 20,400 | 0.0% | 0.01% | -22.2% |
| Q4 2020 | $562,000 | – | 20,400 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 247,848 | $6,687,000 | 3.91% |
| 4Thought Financial Group Inc. | 150,984 | $4,074,000 | 3.54% |
| Signature Wealth Management Group | 159,453 | $4,302,000 | 2.39% |
| TLWM | 209,576 | $5,657,000 | 2.15% |
| SIGMA INVESTMENT COUNSELORS INC | 1,002,807 | $27,056,000 | 2.00% |
| Camelot Portfolios, LLC | 133,453 | $3,601,000 | 1.85% |
| Peloton Wealth Strategists | 159,200 | $4,295,000 | 1.76% |
| Matthew Goff Investment Advisor, LLC | 256,163 | $6,911,000 | 1.70% |
| CAPITAL ADVISORS INC/OK | 1,820,687 | $49,122,000 | 1.46% |
| Bradley & Co. Private Wealth Management, LLC | 51,977 | $1,402,000 | 1.21% |