ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 98 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,995,538 | -28.1% | 86,237 | -27.1% | 1.91% | +9.6% |
| Q2 2023 | $2,775,943 | +0.1% | 118,226 | +1.5% | 1.74% | -9.9% |
| Q1 2023 | $2,774,300 | +19.2% | 116,469 | +16.9% | 1.93% | +12.1% |
| Q4 2022 | $2,327,625 | +17.4% | 99,599 | +15.6% | 1.72% | -7.7% |
| Q3 2022 | $1,982,000 | -38.6% | 86,175 | -36.2% | 1.86% | -3.8% |
| Q2 2022 | $3,226,000 | -14.9% | 135,150 | -11.1% | 1.94% | +2.9% |
| Q1 2022 | $3,790,000 | -18.1% | 151,952 | -12.8% | 1.88% | +1.1% |
| Q4 2021 | $4,628,000 | +28.5% | 174,247 | +30.6% | 1.86% | +0.9% |
| Q3 2021 | $3,601,000 | +4.3% | 133,453 | +4.6% | 1.85% | +32.7% |
| Q2 2021 | $3,451,000 | – | 127,563 | – | 1.39% | – |
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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% |