ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 95 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,474,360 | -53.7% | 106,930 | -53.0% | 0.00% | -50.0% |
| Q2 2023 | $5,346,138 | +96.2% | 227,689 | +99.0% | 0.00% | +100.0% |
| Q1 2023 | $2,724,889 | -44.5% | 114,395 | -46.4% | 0.00% | -50.0% |
| Q3 2022 | $4,906,000 | -13.8% | 213,292 | -10.5% | 0.00% | 0.0% |
| Q2 2022 | $5,691,000 | +14.8% | 238,420 | +29.8% | 0.00% | 0.0% |
| Q3 2021 | $4,957,000 | +30.5% | 183,724 | +30.8% | 0.00% | +100.0% |
| Q2 2021 | $3,799,000 | +169.2% | 140,452 | +165.9% | 0.00% | 0.0% |
| Q1 2021 | $1,411,000 | -27.2% | 52,820 | -24.8% | 0.00% | 0.0% |
| Q4 2020 | $1,937,000 | +315.7% | 70,256 | +309.4% | 0.00% | – |
| Q3 2020 | $466,000 | -58.1% | 17,162 | -58.4% | 0.00% | -100.0% |
| Q2 2020 | $1,113,000 | -94.6% | 41,298 | -95.0% | 0.00% | -95.0% |
| Q1 2020 | $20,431,000 | +1646.2% | 833,576 | +1753.8% | 0.02% | +900.0% |
| Q4 2019 | $1,170,000 | +17.6% | 44,966 | +17.1% | 0.00% | 0.0% |
| Q3 2019 | $995,000 | -24.2% | 38,392 | -25.4% | 0.00% | 0.0% |
| Q2 2019 | $1,312,000 | +19.6% | 51,469 | +15.1% | 0.00% | 0.0% |
| Q1 2019 | $1,097,000 | -74.6% | 44,734 | -75.8% | 0.00% | -77.8% |
| Q4 2018 | $4,321,000 | +18.6% | 184,738 | +19.5% | 0.01% | +28.6% |
| Q3 2018 | $3,642,000 | +60.7% | 154,602 | +61.0% | 0.01% | +40.0% |
| Q2 2018 | $2,267,000 | -60.8% | 96,021 | -60.0% | 0.01% | -66.7% |
| Q1 2018 | $5,780,000 | +335.6% | 240,157 | +351.2% | 0.02% | +275.0% |
| Q4 2017 | $1,327,000 | – | 53,223 | – | 0.00% | – |
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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% |