ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 72 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $29,368,000 | -11.5% | 1,198,200 | -6.0% | 2.12% | +6.5% |
| Q4 2019 | $33,169,000 | -0.6% | 1,275,247 | -0.9% | 1.99% | -9.6% |
| Q3 2019 | $33,359,000 | +291.3% | 1,286,983 | +284.8% | 2.20% | +312.5% |
| Q2 2019 | $8,526,000 | +48.2% | 334,477 | +42.6% | 0.53% | +44.3% |
| Q1 2019 | $5,753,000 | – | 234,541 | – | 0.37% | – |
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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% |