ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 356,806 | $8,256,494 | 8.18% |
| PFG Private Wealth Management, LLC | 411,874 | $9,530,755 | 7.08% |
| Gateway Advisory, LLC | 751,857 | $17,397,981 | 3.55% |
| Keeler Thomas Management LLC | 369,297 | $8,760,027 | 3.24% |
| Michael S. Ryan, Inc. | 135,366 | $3,110,707 | 2.97% |
| 4Thought Financial Group Inc. | 154,745 | $3,580,793 | 2.88% |
| Foundation Wealth Management, LLC | 121,558 | $2,812,905 | 2.81% |
| Peloton Wealth Strategists | 244,330 | $5,654 | 2.61% |
| Robbins Farley | 163,627 | $3,786,329 | 2.56% |
| Platte River Wealth Advisors, LLC | 278,042 | $6,433,892 | 2.35% |