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% | – |
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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% |