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 | $2,475,717 | +4.5% | 106,989 | +6.1% | 0.22% | +9.7% |
| Q2 2023 | $2,368,699 | +2.9% | 100,882 | +4.4% | 0.20% | -1.0% |
| Q1 2023 | $2,300,869 | +57.0% | 96,594 | +54.0% | 0.20% | +52.3% |
| Q4 2022 | $1,465,714 | +10.0% | 62,718 | +8.3% | 0.13% | +4.0% |
| Q3 2022 | $1,332,000 | +42.2% | 57,900 | +47.6% | 0.12% | +54.3% |
| Q2 2022 | $937,000 | +9.5% | 39,235 | +14.3% | 0.08% | +8.0% |
| Q1 2022 | $856,000 | +109.3% | 34,335 | +123.2% | 0.08% | +150.0% |
| Q4 2021 | $409,000 | – | 15,385 | – | 0.03% | – |
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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% |