ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 98 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,343,000 | +10.1% | 706,195 | +11.7% | 0.03% | +6.9% |
| Q2 2023 | $14,846,000 | +14.4% | 632,086 | +16.1% | 0.03% | +3.6% |
| Q1 2023 | $12,973,000 | +4.7% | 544,661 | +2.7% | 0.03% | 0.0% |
| Q4 2022 | $12,390,000 | +4.2% | 530,408 | +2.7% | 0.03% | -12.5% |
| Q3 2022 | $11,886,000 | +74.1% | 516,487 | +80.4% | 0.03% | +77.8% |
| Q2 2022 | $6,828,000 | -42.8% | 286,229 | -40.1% | 0.02% | -33.3% |
| Q1 2022 | $11,933,000 | -4.1% | 478,217 | +2.2% | 0.03% | 0.0% |
| Q4 2021 | $12,439,000 | +1.9% | 468,096 | +3.4% | 0.03% | -18.2% |
| Q3 2021 | $12,207,000 | +23.9% | 452,726 | +24.3% | 0.03% | +13.8% |
| Q2 2021 | $9,850,000 | – | 364,192 | – | 0.03% | – |
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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% |