ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 95 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $278,466 | +15.3% | 11,860 | +17.0% | 0.03% | +12.0% |
| Q1 2023 | $241,559 | +1.9% | 10,141 | 0.0% | 0.02% | -3.8% |
| Q4 2022 | $236,995 | +75.6% | 10,141 | +72.2% | 0.03% | +62.5% |
| Q3 2022 | $135,000 | -4.3% | 5,890 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $141,000 | -4.1% | 5,890 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $147,000 | -5.8% | 5,890 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $156,000 | -1.9% | 5,890 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $159,000 | 0.0% | 5,890 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $159,000 | +62.2% | 5,890 | +60.4% | 0.02% | +46.2% |
| Q1 2021 | $98,000 | -3.0% | 3,673 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $101,000 | +1.0% | 3,673 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $100,000 | – | 3,673 | – | 0.02% | – |
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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% |