ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 86 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $760,215 | +22.4% | 32,853 | +24.2% | 0.00% | 0.0% |
| Q2 2023 | $621,319 | +100600.0% | 26,462 | +2.2% | 0.00% | 0.0% |
| Q1 2023 | $617 | +1.5% | 25,890 | -0.6% | 0.00% | 0.0% |
| Q4 2022 | $608 | -99.9% | 26,035 | +3.6% | 0.00% | 0.0% |
| Q3 2022 | $578,000 | -12.0% | 25,136 | -8.7% | 0.00% | -33.3% |
| Q2 2022 | $657,000 | +13.1% | 27,520 | +18.1% | 0.00% | +50.0% |
| Q1 2022 | $581,000 | +7.2% | 23,309 | +14.2% | 0.00% | 0.0% |
| Q4 2021 | $542,000 | -1.5% | 20,405 | +0.0% | 0.00% | -33.3% |
| Q3 2021 | $550,000 | -0.4% | 20,397 | +0.0% | 0.00% | 0.0% |
| Q2 2021 | $552,000 | -4.3% | 20,391 | -5.5% | 0.00% | -25.0% |
| Q1 2021 | $577,000 | -0.7% | 21,581 | +2.4% | 0.00% | 0.0% |
| Q4 2020 | $581,000 | +0.7% | 21,082 | -0.8% | 0.00% | -20.0% |
| Q3 2020 | $577,000 | -12.3% | 21,257 | -12.9% | 0.01% | -28.6% |
| Q2 2020 | $658,000 | +24.2% | 24,406 | +12.9% | 0.01% | 0.0% |
| Q1 2020 | $530,000 | +55.0% | 21,622 | +64.7% | 0.01% | +75.0% |
| Q4 2019 | $342,000 | – | 13,132 | – | 0.00% | – |
Download | ||||||
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% |