ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 28 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,337 | +6.1% | 393,472 | +6.4% | 0.04% | +2.3% |
| Q1 2024 | $8,802 | +16.1% | 369,852 | +16.8% | 0.04% | +4.9% |
| Q4 2023 | $7,579 | +76.7% | 316,714 | +70.9% | 0.04% | +57.7% |
| Q3 2023 | $4,289 | +834.4% | 185,341 | +847.6% | 0.03% | +766.7% |
| Q2 2023 | $459 | +58.3% | 19,558 | +60.6% | 0.00% | +50.0% |
| Q1 2023 | $290 | +437.0% | 12,181 | +428.5% | 0.00% | – |
| Q4 2022 | $54 | -99.9% | 2,305 | 0.0% | 0.00% | – |
| Q3 2022 | $53,000 | -3.6% | 2,305 | 0.0% | 0.00% | – |
| Q2 2022 | $55,000 | +292.9% | 2,305 | +280.4% | 0.00% | – |
| Q2 2018 | $14,000 | – | 606 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPITAL ADVISORS INC/OK | 1,751,759 | $41,359,000 | 2.49% |
| TLWM | 144,394 | $3,414,000 | 2.13% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 218,858 | $5,167,000 | 0.51% |
| Lenox Wealth Management, Inc. | 57,562 | $1,359,000 | 0.44% |
| Lee Financial Co | 75,407 | $1,780,000 | 0.42% |
| Exchange Capital Management, Inc. | 30,055 | $710,000 | 0.21% |
| One Capital Management, LLC | 25,660 | $645,000 | 0.12% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 513,219 | $12,117,000 | 0.09% |
| STIFEL FINANCIAL CORP | 704,547 | $16,734,000 | 0.05% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 107,699 | $2,543,000 | 0.04% |