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 | $1,804 | -45.6% | 77,974 | -44.8% | 0.01% | -46.7% |
| Q2 2023 | $3,318 | +6.5% | 141,296 | +8.0% | 0.02% | 0.0% |
| Q1 2023 | $3,116 | +37.8% | 130,821 | +35.2% | 0.02% | +25.0% |
| Q4 2022 | $2,261 | -99.8% | 96,764 | +69.8% | 0.01% | +71.4% |
| Q3 2022 | $1,311,000 | +191.3% | 57,003 | +242.7% | 0.01% | +250.0% |
| Q2 2021 | $450,000 | -0.2% | 16,635 | -1.3% | 0.00% | 0.0% |
| Q1 2021 | $451,000 | +13.0% | 16,861 | +16.5% | 0.00% | 0.0% |
| Q4 2020 | $399,000 | +13.7% | 14,477 | +12.0% | 0.00% | 0.0% |
| Q3 2020 | $351,000 | -16.8% | 12,925 | -17.4% | 0.00% | -33.3% |
| Q2 2020 | $422,000 | +8.2% | 15,643 | -1.7% | 0.00% | -25.0% |
| Q1 2020 | $390,000 | +18.9% | 15,921 | +26.2% | 0.00% | +33.3% |
| Q4 2019 | $328,000 | +19.7% | 12,618 | +19.3% | 0.00% | +50.0% |
| Q3 2019 | $274,000 | – | 10,580 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 218,847 | $5,848,000 | 4.02% |
| 4Thought Financial Group Inc. | 130,887 | $3,497,000 | 3.37% |
| Signature Wealth Management Group | 157,640 | $4,212,000 | 2.48% |
| TLWM | 215,480 | $5,756,000 | 2.18% |
| CAPITAL ADVISORS INC/OK | 1,810,767 | $48,384,000 | 1.58% |
| SIGMA INVESTMENT COUNSELORS INC | 726,700 | $19,417,000 | 1.58% |
| Bradley & Co. Private Wealth Management, LLC | 58,872 | $1,573,000 | 1.45% |
| Peloton Wealth Strategists | 104,700 | $2,798,000 | 1.31% |
| Praetorian Wealth Management, Inc. | 74,879 | $2,000,000 | 0.70% |
| WRAPMANAGER INC | 77,169 | $2,062,000 | 0.57% |