ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 67 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,102,964 | +8.3% | 1,084,830 | +9.9% | 0.02% | +5.9% |
| Q2 2023 | $23,184,392 | -3.1% | 987,410 | -1.7% | 0.02% | -10.5% |
| Q1 2023 | $23,927,868 | +19.0% | 1,004,528 | +16.7% | 0.02% | +11.8% |
| Q4 2022 | $20,109,689 | +35.9% | 860,492 | +33.7% | 0.02% | +21.4% |
| Q3 2022 | $14,799,000 | +6.7% | 643,437 | +10.7% | 0.01% | +7.7% |
| Q2 2022 | $13,868,000 | +47.1% | 580,995 | +53.7% | 0.01% | +62.5% |
| Q1 2022 | $9,427,000 | -5.3% | 377,975 | +0.9% | 0.01% | 0.0% |
| Q4 2021 | $9,951,000 | +4.6% | 374,647 | +6.2% | 0.01% | -11.1% |
| Q3 2021 | $9,517,000 | +9.5% | 352,726 | +9.7% | 0.01% | 0.0% |
| Q2 2021 | $8,695,000 | +14.3% | 321,441 | +13.0% | 0.01% | 0.0% |
| Q1 2021 | $7,604,000 | +270.6% | 284,570 | +282.4% | 0.01% | +200.0% |
| Q4 2020 | $2,052,000 | +2.2% | 74,423 | +0.7% | 0.00% | 0.0% |
| Q3 2020 | $2,007,000 | +9.4% | 73,938 | +8.7% | 0.00% | 0.0% |
| Q2 2020 | $1,834,000 | +25.4% | 68,018 | +14.0% | 0.00% | 0.0% |
| Q1 2020 | $1,462,000 | -54.0% | 59,653 | -51.2% | 0.00% | -50.0% |
| Q4 2019 | $3,179,000 | +23.7% | 122,206 | +23.2% | 0.01% | +20.0% |
| Q3 2019 | $2,570,000 | +178.4% | 99,155 | +173.8% | 0.01% | +150.0% |
| Q2 2019 | $923,000 | +10.7% | 36,212 | +6.6% | 0.00% | 0.0% |
| Q1 2019 | $834,000 | +46.3% | 33,984 | +39.4% | 0.00% | 0.0% |
| Q4 2018 | $570,000 | – | 24,379 | – | 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% |