ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 98 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,076,909 | +21.7% | 46,539 | +23.5% | 0.00% | 0.0% |
| Q2 2023 | $885,071 | +16.8% | 37,695 | +18.5% | 0.00% | 0.0% |
| Q1 2023 | $757,580 | +89.9% | 31,804 | +86.4% | 0.00% | 0.0% |
| Q4 2022 | $398,841 | +141.7% | 17,066 | +138.0% | 0.00% | – |
| Q3 2022 | $165,000 | +9.3% | 7,170 | +13.7% | 0.00% | – |
| Q2 2022 | $151,000 | +21.8% | 6,308 | +27.1% | 0.00% | – |
| Q1 2022 | $124,000 | -15.6% | 4,963 | -10.1% | 0.00% | – |
| Q4 2021 | $147,000 | -1.3% | 5,521 | +0.3% | 0.00% | – |
| Q3 2021 | $149,000 | -17.2% | 5,507 | -17.2% | 0.00% | – |
| Q2 2021 | $180,000 | +1.7% | 6,650 | +0.2% | 0.00% | – |
| Q1 2021 | $177,000 | -3.3% | 6,637 | +0.2% | 0.00% | – |
| Q4 2020 | $183,000 | +2.2% | 6,627 | +0.3% | 0.00% | – |
| Q3 2020 | $179,000 | +0.6% | 6,607 | +0.2% | 0.00% | -100.0% |
| Q2 2020 | $178,000 | +87.4% | 6,591 | +69.2% | 0.00% | – |
| Q1 2020 | $95,000 | +150.0% | 3,896 | +168.9% | 0.00% | – |
| Q4 2019 | $38,000 | 0.0% | 1,449 | 0.0% | 0.00% | – |
| Q3 2019 | $38,000 | +533.3% | 1,449 | +535.5% | 0.00% | – |
| Q2 2019 | $6,000 | 0.0% | 228 | 0.0% | 0.00% | – |
| Q1 2019 | $6,000 | -78.6% | 228 | -80.7% | 0.00% | – |
| Q1 2018 | $28,000 | – | 1,182 | – | 0.00% | – |
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% |