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 | $1,613,136 | +5.0% | 69,712 | +6.8% | 0.32% | +11.0% |
| Q2 2023 | $1,535,836 | +13.6% | 65,299 | +15.7% | 0.29% | +3.2% |
| Q1 2023 | $1,351,696 | +16.5% | 56,462 | +13.7% | 0.28% | +5.6% |
| Q4 2022 | $1,160,745 | +36.4% | 49,668 | +34.2% | 0.27% | +21.4% |
| Q3 2022 | $851,000 | -3.8% | 36,998 | -0.2% | 0.22% | -0.9% |
| Q2 2022 | $885,000 | -0.6% | 37,061 | +2.8% | 0.22% | +12.1% |
| Q1 2022 | $890,000 | +35.7% | 36,048 | +45.9% | 0.20% | +32.0% |
| Q4 2021 | $656,000 | +1.9% | 24,709 | +3.5% | 0.15% | -1.3% |
| Q3 2021 | $644,000 | +7.9% | 23,880 | +8.2% | 0.15% | +1.3% |
| Q2 2021 | $597,000 | +8.7% | 22,069 | +8.1% | 0.15% | +2.7% |
| Q1 2021 | $549,000 | -22.3% | 20,421 | -29.2% | 0.15% | -47.1% |
| Q1 2020 | $707,000 | +13.3% | 28,839 | +20.3% | 0.28% | +28.4% |
| Q4 2019 | $624,000 | +116.7% | 23,981 | +115.6% | 0.22% | +100.9% |
| Q3 2019 | $288,000 | +7.5% | 11,123 | +5.7% | 0.11% | +9.2% |
| Q2 2019 | $268,000 | +19.1% | 10,521 | +14.7% | 0.10% | +18.1% |
| Q1 2019 | $225,000 | +19.0% | 9,169 | +13.8% | 0.08% | +9.2% |
| Q4 2018 | $189,000 | +20.4% | 8,059 | +21.3% | 0.08% | +33.3% |
| Q3 2018 | $157,000 | +27.6% | 6,644 | +27.8% | 0.06% | +32.6% |
| Q2 2018 | $123,000 | – | 5,197 | – | 0.04% | – |
Download | ||||||
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% |