ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 110 filers reported holding ISHARES TR in Q1 2022. 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 | 218,847 | $5,848,000 | 4.02% |
| 4Thought Financial Group Inc. | 130,887 | $3,497,000 | 3.37% |
| Signature Wealth Management Group | 157,640 | $4,212,000 | 2.48% |
| TLWM | 215,480 | $5,756,000 | 2.18% |
| CAPITAL ADVISORS INC/OK | 1,810,767 | $48,384,000 | 1.58% |
| SIGMA INVESTMENT COUNSELORS INC | 726,700 | $19,417,000 | 1.58% |
| Bradley & Co. Private Wealth Management, LLC | 58,872 | $1,573,000 | 1.45% |
| Peloton Wealth Strategists | 104,700 | $2,798,000 | 1.31% |
| Praetorian Wealth Management, Inc. | 74,879 | $2,000,000 | 0.70% |
| WRAPMANAGER INC | 77,169 | $2,062,000 | 0.57% |