ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 86 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |