ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 65 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,344,174 | +8.5% | 101,303 | +10.1% | 0.75% | +13.4% |
| Q2 2023 | $2,160,019 | -0.5% | 91,994 | +1.0% | 0.66% | -0.7% |
| Q1 2023 | $2,170,335 | +133459.1% | 91,114 | +31.0% | 0.67% | +27.8% |
| Q4 2022 | $1,625 | -99.9% | 69,542 | -15.1% | 0.52% | -17.9% |
| Q3 2022 | $1,884,000 | +3.7% | 81,915 | +7.6% | 0.64% | +12.2% |
| Q2 2022 | $1,817,000 | -5.8% | 76,133 | -1.6% | 0.57% | +9.7% |
| Q1 2022 | $1,929,000 | -6.0% | 77,362 | +0.1% | 0.52% | +0.8% |
| Q4 2021 | $2,052,000 | +2.4% | 77,248 | +4.0% | 0.51% | -1.9% |
| Q3 2021 | $2,004,000 | -2.5% | 74,295 | -2.2% | 0.52% | -1.3% |
| Q2 2021 | $2,056,000 | -0.3% | 75,998 | -1.5% | 0.53% | -7.3% |
| Q1 2021 | $2,062,000 | -1.9% | 77,169 | +1.2% | 0.57% | -6.8% |
| Q4 2020 | $2,103,000 | +7.6% | 76,275 | +6.0% | 0.61% | -6.3% |
| Q3 2020 | $1,954,000 | +0.8% | 71,988 | +0.1% | 0.66% | -8.9% |
| Q2 2020 | $1,939,000 | +27.7% | 71,922 | +16.1% | 0.72% | +6.4% |
| Q1 2020 | $1,518,000 | -30.3% | 61,937 | -26.0% | 0.68% | -1.2% |
| Q4 2019 | $2,178,000 | – | 83,742 | – | 0.68% | – |
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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% |