ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 38 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,180,742 | -2.0% | 51,026 | -1.0% | 0.26% | -9.0% |
| Q2 2023 | $1,204,817 | 0.0% | 51,554 | 0.0% | 0.29% | -1.4% |
| Q1 2023 | $1,204,817 | 0.0% | 51,554 | 0.0% | 0.29% | +0.3% |
| Q4 2022 | $1,204,817 | +19.2% | 51,554 | +16.0% | 0.29% | +11.5% |
| Q3 2022 | $1,011,000 | +11.8% | 44,428 | +19.3% | 0.26% | +15.5% |
| Q2 2022 | $904,000 | +8.4% | 37,255 | +11.5% | 0.23% | +18.3% |
| Q1 2022 | $834,000 | -29.4% | 33,421 | -24.9% | 0.19% | -32.5% |
| Q4 2021 | $1,182,000 | -11.3% | 44,495 | -9.9% | 0.28% | -19.4% |
| Q3 2021 | $1,332,000 | +3.7% | 49,380 | +4.1% | 0.35% | +4.2% |
| Q2 2021 | $1,284,000 | +1.1% | 47,450 | -0.2% | 0.34% | -7.9% |
| Q1 2021 | $1,270,000 | +0.9% | 47,545 | +4.1% | 0.37% | -8.5% |
| Q4 2020 | $1,259,000 | -4.5% | 45,652 | -6.1% | 0.40% | +55.0% |
| Q3 2020 | $1,319,000 | -2.2% | 48,598 | -2.9% | 0.26% | -49.4% |
| Q2 2020 | $1,349,000 | +33.4% | 50,026 | +21.2% | 0.51% | +4.3% |
| Q1 2020 | $1,011,000 | +45.5% | 41,261 | +54.5% | 0.49% | +74.0% |
| Q4 2019 | $695,000 | +277.7% | 26,714 | +277.1% | 0.28% | +346.0% |
| Q3 2019 | $184,000 | +114.0% | 7,084 | +109.6% | 0.06% | +85.3% |
| Q2 2019 | $86,000 | +352.6% | 3,379 | +343.4% | 0.03% | +325.0% |
| Q1 2019 | $19,000 | +5.6% | 762 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $18,000 | – | 762 | – | 0.01% | – |
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% |