ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 67 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,411,431 | -55.3% | 104,212 | -54.6% | 0.11% | -9.2% |
| Q2 2023 | $5,399,560 | +50.7% | 229,484 | +51.0% | 0.12% | -23.7% |
| Q1 2023 | $3,582,920 | +123406.4% | 151,952 | +24.3% | 0.16% | +100.0% |
| Q4 2022 | $2,901 | -98.6% | 122,212 | +1272.9% | 0.08% | +1460.0% |
| Q3 2022 | $210,000 | +1066.7% | 8,902 | +1066.7% | 0.01% | +400.0% |
| Q2 2022 | $18,000 | 0.0% | 763 | 0.0% | 0.00% | – |
| Q1 2022 | $18,000 | – | 763 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $207,000 | +21.8% | 8,890 | +22.9% | 0.01% | +85.7% |
| Q3 2018 | $170,000 | +104.8% | 7,234 | +106.7% | 0.01% | +133.3% |
| Q2 2018 | $83,000 | – | 3,500 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 171,510 | $4,624,000 | 4.35% |
| TLWM | 229,414 | $6,194,000 | 3.66% |
| Signature Wealth Management Group | 159,353 | $4,296,000 | 3.28% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 462,108 | $12,463,000 | 2.22% |
| SIGMA INVESTMENT COUNSELORS INC | 334,534 | $9,019,000 | 0.96% |
| Peloton Wealth Strategists | 49,000 | $1,321,000 | 0.83% |
| Timber Creek Capital Management LLC | 46,540 | $1,254,000 | 0.79% |
| WRAPMANAGER INC | 71,922 | $1,939,000 | 0.72% |
| Andesa Financial Management Inc. | 24,500 | $660,000 | 0.59% |
| FinTrust Capital Advisors, LLC | 50,026 | $1,349,000 | 0.51% |