ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 72 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,074,363 | +1.2% | 953,948 | +2.6% | 1.67% | +3.9% |
| Q2 2023 | $21,822,070 | -1.7% | 929,390 | -0.2% | 1.60% | -6.9% |
| Q1 2023 | $22,188,288 | -0.8% | 931,498 | -2.7% | 1.72% | -6.3% |
| Q4 2022 | $22,367,605 | -2.7% | 957,108 | -4.2% | 1.84% | -6.2% |
| Q3 2022 | $22,989,000 | -9.4% | 999,503 | -6.0% | 1.96% | -5.2% |
| Q2 2022 | $25,381,000 | -5.8% | 1,063,292 | -1.6% | 2.07% | +6.9% |
| Q1 2022 | $26,954,000 | -4.1% | 1,080,766 | +2.1% | 1.93% | -1.6% |
| Q4 2021 | $28,106,000 | +3.9% | 1,058,197 | +5.5% | 1.96% | -1.9% |
| Q3 2021 | $27,056,000 | +10.6% | 1,002,807 | +10.9% | 2.00% | +9.3% |
| Q2 2021 | $24,460,000 | +26.0% | 904,253 | +24.4% | 1.83% | +16.4% |
| Q1 2021 | $19,417,000 | +26.5% | 726,700 | +30.5% | 1.58% | +19.2% |
| Q4 2020 | $15,355,000 | +242.8% | 556,930 | +237.5% | 1.32% | +51.5% |
| Q3 2020 | $4,479,000 | -50.3% | 165,028 | -50.7% | 0.87% | -8.9% |
| Q2 2020 | $9,019,000 | +86.6% | 334,534 | +69.6% | 0.96% | +55.4% |
| Q1 2020 | $4,834,000 | +94.8% | 197,209 | +106.8% | 0.62% | +136.9% |
| Q4 2019 | $2,481,000 | – | 95,385 | – | 0.26% | – |
Download | ||||||
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% |