ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,238,128 | -0.7% | 96,721 | +0.8% | 0.02% | 0.0% |
Q2 2023 | $2,253,850 | +18.6% | 95,963 | +20.3% | 0.02% | +11.1% |
Q1 2023 | $1,899,815 | +145034.8% | 79,757 | +42.4% | 0.02% | – |
Q4 2022 | $1,309 | -99.7% | 56,026 | +214.6% | 0.00% | -100.0% |
Q1 2021 | $476,000 | -9.3% | 17,806 | -6.4% | 0.01% | 0.0% |
Q4 2020 | $525,000 | +13.4% | 19,028 | +11.7% | 0.01% | -16.7% |
Q3 2020 | $463,000 | +68.4% | 17,042 | +67.2% | 0.01% | +50.0% |
Q2 2020 | $275,000 | – | 10,190 | – | 0.00% | – |
Download |
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% |