ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 119 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,274,215 | -50.5% | 55,116 | -49.7% | 0.02% | 0.0% |
| Q2 2023 | $2,572,506 | +98.1% | 109,618 | +102.8% | 0.02% | -4.5% |
| Q1 2023 | $1,298,471 | +129.4% | 54,055 | +122.9% | 0.02% | +120.0% |
| Q4 2022 | $566,138 | -2.9% | 24,256 | -4.1% | 0.01% | 0.0% |
| Q3 2022 | $583,000 | -4.3% | 25,305 | +3.6% | 0.01% | +11.1% |
| Q1 2022 | $609,000 | +1.2% | 24,436 | +7.7% | 0.01% | -10.0% |
| Q4 2021 | $602,000 | -14.1% | 22,698 | -12.6% | 0.01% | -9.1% |
| Q3 2021 | $701,000 | -12.8% | 25,983 | -12.7% | 0.01% | +10.0% |
| Q2 2021 | $804,000 | +169.8% | 29,748 | +166.5% | 0.01% | +25.0% |
| Q1 2021 | $298,000 | – | 11,164 | – | 0.01% | – |
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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% |