ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 86 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $513,546 | +6.7% | 22,193 | +8.3% | 0.01% | 0.0% |
| Q2 2023 | $481,176 | +5.4% | 20,493 | +6.9% | 0.01% | 0.0% |
| Q1 2023 | $456,534 | +1.9% | 19,166 | -0.1% | 0.01% | 0.0% |
| Q4 2022 | $448,166 | +1.6% | 19,177 | +0.0% | 0.01% | -33.3% |
| Q3 2022 | $441,000 | -3.7% | 19,175 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $458,000 | -3.4% | 19,175 | +0.8% | 0.01% | +11.1% |
| Q1 2022 | $474,000 | -6.1% | 19,015 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $505,000 | -11.2% | 19,015 | -9.9% | 0.01% | -9.1% |
| Q3 2021 | $569,000 | +1.6% | 21,100 | +1.8% | 0.01% | -15.4% |
| Q2 2021 | $560,000 | +2.2% | 20,720 | +1.1% | 0.01% | -13.3% |
| Q1 2021 | $548,000 | -3.0% | 20,500 | 0.0% | 0.02% | -16.7% |
| Q4 2020 | $565,000 | +8.0% | 20,500 | +6.5% | 0.02% | -10.0% |
| Q3 2020 | $523,000 | +37.6% | 19,255 | +36.5% | 0.02% | +25.0% |
| Q2 2020 | $380,000 | +18.4% | 14,110 | +7.8% | 0.02% | -5.9% |
| Q1 2020 | $321,000 | +517.3% | 13,095 | +517.7% | 0.02% | +466.7% |
| Q1 2019 | $52,000 | – | 2,120 | – | 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% |