ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 8 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $677,387 | -0.3% | 28,546 | 0.0% | 0.11% | -0.9% |
Q1 2024 | $679,386 | +43.5% | 28,546 | +44.3% | 0.11% | +30.6% |
Q4 2023 | $473,494 | +3.4% | 19,787 | 0.0% | 0.08% | -1.2% |
Q3 2023 | $457,862 | -1.4% | 19,787 | 0.0% | 0.09% | 0.0% |
Q2 2023 | $464,590 | -4.8% | 19,787 | -3.4% | 0.09% | -13.1% |
Q1 2023 | $487,959 | +0.6% | 20,485 | -1.3% | 0.10% | -6.6% |
Q4 2022 | $484,863 | -0.8% | 20,747 | -2.4% | 0.11% | -6.2% |
Q3 2022 | $489,000 | -3.6% | 21,247 | 0.0% | 0.11% | +1.8% |
Q2 2022 | $507,000 | -7.8% | 21,247 | -3.7% | 0.11% | +7.8% |
Q1 2022 | $550,000 | -11.6% | 22,062 | -5.8% | 0.10% | -8.8% |
Q4 2021 | $622,000 | -3.0% | 23,427 | -1.4% | 0.11% | -8.9% |
Q3 2021 | $641,000 | -2.4% | 23,753 | -2.2% | 0.12% | -1.6% |
Q2 2021 | $657,000 | +0.3% | 24,298 | -0.9% | 0.13% | -7.4% |
Q1 2021 | $655,000 | -0.9% | 24,525 | +2.4% | 0.14% | -7.5% |
Q4 2020 | $661,000 | +1.1% | 23,960 | -0.5% | 0.15% | -10.9% |
Q3 2020 | $654,000 | +2.8% | 24,085 | +2.1% | 0.16% | -6.2% |
Q2 2020 | $636,000 | +9.5% | 23,590 | -0.4% | 0.18% | -6.9% |
Q1 2020 | $581,000 | -7.9% | 23,688 | -2.3% | 0.19% | +16.7% |
Q4 2019 | $631,000 | -11.6% | 24,251 | -12.0% | 0.16% | -13.8% |
Q3 2019 | $714,000 | +3.2% | 27,565 | +1.6% | 0.19% | +1.1% |
Q2 2019 | $692,000 | -1.3% | 27,131 | -5.1% | 0.19% | -5.6% |
Q1 2019 | $701,000 | -6.7% | 28,591 | -11.0% | 0.20% | -19.3% |
Q4 2018 | $751,000 | -2.7% | 32,122 | -2.0% | 0.24% | +8.9% |
Q3 2018 | $772,000 | +8.7% | 32,780 | +9.1% | 0.22% | +6.2% |
Q2 2018 | $710,000 | +11.3% | 30,055 | +13.4% | 0.21% | +5.5% |
Q1 2018 | $638,000 | +34.9% | 26,505 | +39.8% | 0.20% | +34.2% |
Q4 2017 | $473,000 | – | 18,965 | – | 0.15% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CAPITAL ADVISORS INC/OK | 1,751,759 | $41,359,000 | 2.49% |
TLWM | 144,394 | $3,414,000 | 2.13% |
BENJAMIN F. EDWARDS & COMPANY, INC. | 218,858 | $5,167,000 | 0.51% |
Lenox Wealth Management, Inc. | 57,562 | $1,359,000 | 0.44% |
Lee Financial Co | 75,407 | $1,780,000 | 0.42% |
Exchange Capital Management, Inc. | 30,055 | $710,000 | 0.21% |
One Capital Management, LLC | 25,660 | $645,000 | 0.12% |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 513,219 | $12,117,000 | 0.09% |
STIFEL FINANCIAL CORP | 704,547 | $16,734,000 | 0.05% |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 107,699 | $2,543,000 | 0.04% |