ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $507,638 | -1.3% | 21,938 | +0.2% | 0.00% | 0.0% |
| Q2 2023 | $514,185 | -6.8% | 21,899 | -5.5% | 0.00% | -33.3% |
| Q1 2023 | $551,732 | +9.6% | 23,163 | +7.5% | 0.01% | 0.0% |
| Q4 2022 | $503,343 | +1577.8% | 21,538 | +1556.8% | 0.01% | – |
| Q3 2022 | $30,000 | -3.2% | 1,300 | 0.0% | 0.00% | – |
| Q2 2022 | $31,000 | -3.1% | 1,300 | 0.0% | 0.00% | – |
| Q1 2022 | $32,000 | -8.6% | 1,300 | 0.0% | 0.00% | – |
| Q4 2021 | $35,000 | 0.0% | 1,300 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $35,000 | 0.0% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $35,000 | 0.0% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $35,000 | -2.8% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $36,000 | – | 1,300 | – | 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% |