ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 219 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 | $317 | -3.9% | 13,740 | -2.4% | 0.03% | -27.9% |
| Q2 2023 | $330 | +6.5% | 14,082 | +8.2% | 0.04% | -6.5% |
| Q1 2023 | $310 | +5.4% | 13,019 | +3.5% | 0.05% | -4.2% |
| Q4 2022 | $294 | -99.9% | 12,581 | +20.1% | 0.05% | +4.3% |
| Q3 2022 | $240,000 | +16.5% | 10,476 | +26.3% | 0.05% | +35.3% |
| Q1 2022 | $206,000 | -6.4% | 8,294 | +0.0% | 0.03% | -26.1% |
| Q4 2021 | $220,000 | +5.8% | 8,290 | +7.3% | 0.05% | -9.8% |
| Q3 2021 | $208,000 | -31.6% | 7,725 | -31.2% | 0.05% | -55.3% |
| Q3 2020 | $304,000 | +0.7% | 11,223 | +0.1% | 0.11% | -9.5% |
| Q2 2020 | $302,000 | +9.8% | 11,217 | +0.1% | 0.13% | +28.6% |
| Q1 2020 | $275,000 | -1.8% | 11,209 | +4.0% | 0.10% | +5.4% |
| Q4 2019 | $280,000 | -99.9% | 10,774 | -41.1% | 0.09% | -53.0% |
| Q2 2019 | $520,721,000 | – | 18,304 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 218,847 | $5,848,000 | 4.02% |
| 4Thought Financial Group Inc. | 130,887 | $3,497,000 | 3.37% |
| Signature Wealth Management Group | 157,640 | $4,212,000 | 2.48% |
| TLWM | 215,480 | $5,756,000 | 2.18% |
| CAPITAL ADVISORS INC/OK | 1,810,767 | $48,384,000 | 1.58% |
| SIGMA INVESTMENT COUNSELORS INC | 726,700 | $19,417,000 | 1.58% |
| Bradley & Co. Private Wealth Management, LLC | 58,872 | $1,573,000 | 1.45% |
| Peloton Wealth Strategists | 104,700 | $2,798,000 | 1.31% |
| Praetorian Wealth Management, Inc. | 74,879 | $2,000,000 | 0.70% |
| WRAPMANAGER INC | 77,169 | $2,062,000 | 0.57% |