ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 184 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,632 | -0.7% | 416,238 | +0.8% | 0.04% | +5.9% |
| Q2 2023 | $9,697 | -19.5% | 412,994 | -18.3% | 0.03% | -30.6% |
| Q1 2023 | $12,042 | +15.2% | 505,545 | +13.0% | 0.05% | +19.5% |
| Q4 2022 | $10,455 | -99.9% | 447,369 | +10.7% | 0.04% | +2.5% |
| Q3 2022 | $9,298,000 | +11.7% | 404,261 | +15.1% | 0.04% | +5.3% |
| Q2 2022 | $8,321,000 | -3.6% | 351,078 | +1.4% | 0.04% | +2.7% |
| Q1 2022 | $8,631,000 | +33.8% | 346,066 | +42.5% | 0.04% | +48.0% |
| Q4 2021 | $6,450,000 | +15.8% | 242,844 | +17.7% | 0.02% | +4.2% |
| Q3 2021 | $5,568,000 | +14.3% | 206,361 | +14.5% | 0.02% | +14.3% |
| Q2 2021 | $4,873,000 | +12.5% | 180,150 | +11.1% | 0.02% | 0.0% |
| Q1 2021 | $4,331,000 | +3.5% | 162,102 | +6.8% | 0.02% | +5.0% |
| Q4 2020 | $4,186,000 | +9.6% | 151,838 | +7.9% | 0.02% | -9.1% |
| Q3 2020 | $3,820,000 | +11.2% | 140,741 | +10.5% | 0.02% | 0.0% |
| Q2 2020 | $3,434,000 | +44.0% | 127,382 | +30.9% | 0.02% | +15.8% |
| Q1 2020 | $2,384,000 | +11.5% | 97,279 | +18.3% | 0.02% | +35.7% |
| Q4 2019 | $2,138,000 | +2.8% | 82,197 | +2.5% | 0.01% | -6.7% |
| Q3 2019 | $2,079,000 | +3.1% | 80,219 | +1.4% | 0.02% | 0.0% |
| Q2 2019 | $2,017,000 | +10.8% | 79,133 | +6.6% | 0.02% | 0.0% |
| Q1 2019 | $1,820,000 | – | 74,212 | – | 0.02% | – |
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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% |