ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 90 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,056,918 | -2.1% | 45,675 | -0.7% | 0.00% | 0.0% |
| Q2 2023 | $1,079,868 | -3.3% | 45,991 | -1.9% | 0.00% | -20.0% |
| Q1 2023 | $1,116,299 | +2.5% | 46,864 | +0.6% | 0.01% | 0.0% |
| Q4 2022 | $1,089,113 | -70.0% | 46,603 | -70.4% | 0.01% | -76.2% |
| Q3 2022 | $3,625,000 | -4.1% | 157,612 | -0.5% | 0.02% | -12.5% |
| Q2 2022 | $3,781,000 | -0.8% | 158,407 | +3.6% | 0.02% | -4.0% |
| Q1 2022 | $3,812,000 | -4.8% | 152,855 | +1.4% | 0.02% | -7.4% |
| Q4 2021 | $4,004,000 | -1.5% | 150,764 | +0.1% | 0.03% | -20.6% |
| Q3 2021 | $4,063,000 | -3.4% | 150,593 | -3.2% | 0.03% | -12.8% |
| Q2 2021 | $4,207,000 | -19.6% | 155,531 | -20.6% | 0.04% | -31.6% |
| Q1 2021 | $5,231,000 | +2.9% | 195,781 | +6.2% | 0.06% | -14.9% |
| Q4 2020 | $5,084,000 | +24.4% | 184,397 | +22.8% | 0.07% | -1.5% |
| Q3 2020 | $4,087,000 | +3.9% | 150,201 | +3.2% | 0.07% | +4.6% |
| Q2 2020 | $3,933,000 | +1280.0% | 145,605 | +1144.0% | 0.06% | +983.3% |
| Q1 2020 | $285,000 | -8.1% | 11,705 | -1.9% | 0.01% | +20.0% |
| Q4 2019 | $310,000 | – | 11,934 | – | 0.01% | – |
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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% |