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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,097 | +1.9% | 214 | 0.0% | 0.00% | – |
| Q4 2022 | $5,001 | -44.4% | 214 | -39.0% | 0.00% | – |
| Q2 2021 | $9,000 | -10.0% | 351 | 0.0% | 0.00% | – |
| Q4 2020 | $10,000 | -85.3% | 351 | -85.9% | 0.00% | -100.0% |
| Q3 2020 | $68,000 | +11.5% | 2,481 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $61,000 | -6.2% | 2,481 | -1.8% | 0.00% | +33.3% |
| Q4 2019 | $65,000 | +550.0% | 2,526 | +537.9% | 0.00% | +200.0% |
| Q3 2019 | $10,000 | 0.0% | 396 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | +25.0% | 396 | +27.3% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +100.0% | 311 | +69.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 184 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 184 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | – | 184 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 171,510 | $4,624,000 | 4.35% |
| TLWM | 229,414 | $6,194,000 | 3.66% |
| Signature Wealth Management Group | 159,353 | $4,296,000 | 3.28% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 462,108 | $12,463,000 | 2.22% |
| SIGMA INVESTMENT COUNSELORS INC | 334,534 | $9,019,000 | 0.96% |
| Peloton Wealth Strategists | 49,000 | $1,321,000 | 0.83% |
| Timber Creek Capital Management LLC | 46,540 | $1,254,000 | 0.79% |
| WRAPMANAGER INC | 71,922 | $1,939,000 | 0.72% |
| Andesa Financial Management Inc. | 24,500 | $660,000 | 0.59% |
| FinTrust Capital Advisors, LLC | 50,026 | $1,349,000 | 0.51% |