ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 78 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,504,461 | -0.6% | 151,446 | +0.9% | 0.32% | +1.3% |
| Q2 2023 | $3,524,583 | -0.8% | 150,110 | +0.6% | 0.32% | +6.0% |
| Q1 2023 | $3,554,659 | +149.1% | 149,230 | +144.4% | 0.30% | +119.9% |
| Q4 2022 | $1,427,253 | -54.7% | 61,072 | -55.4% | 0.14% | -63.8% |
| Q3 2022 | $3,153,000 | -3.7% | 137,081 | -0.0% | 0.38% | -1.1% |
| Q2 2022 | $3,273,000 | +50.3% | 137,099 | +57.0% | 0.38% | +70.4% |
| Q1 2022 | $2,178,000 | -45.0% | 87,335 | -41.4% | 0.22% | -44.1% |
| Q4 2021 | $3,959,000 | -1.2% | 149,069 | +0.4% | 0.40% | -0.2% |
| Q3 2021 | $4,007,000 | +2.0% | 148,512 | +2.3% | 0.40% | +2.0% |
| Q2 2021 | $3,928,000 | +12.5% | 145,204 | +11.1% | 0.39% | +6.2% |
| Q1 2021 | $3,493,000 | +30.4% | 130,716 | +34.5% | 0.37% | +15.0% |
| Q4 2020 | $2,679,000 | +2.5% | 97,178 | +0.9% | 0.32% | -11.3% |
| Q3 2020 | $2,613,000 | -17.8% | 96,280 | -18.4% | 0.36% | -25.7% |
| Q2 2020 | $3,179,000 | +99.2% | 117,922 | +81.1% | 0.49% | +60.7% |
| Q1 2020 | $1,596,000 | -46.9% | 65,099 | -43.6% | 0.30% | -38.7% |
| Q4 2019 | $3,004,000 | -0.4% | 115,497 | -0.7% | 0.49% | -9.4% |
| Q3 2019 | $3,015,000 | -2.0% | 116,330 | -3.6% | 0.54% | -7.6% |
| Q2 2019 | $3,076,000 | +16.2% | 120,683 | +11.8% | 0.59% | +5.4% |
| Q1 2019 | $2,648,000 | – | 107,939 | – | 0.56% | – |
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% |