ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $24,568,132 | +0.3% | 1,061,717 | +1.8% | 1.99% | +0.5% |
Q2 2023 | $24,483,086 | +0.7% | 1,042,721 | +2.1% | 1.98% | -5.6% |
Q1 2023 | $24,320,098 | +6.9% | 1,020,995 | +4.9% | 2.09% | +5.0% |
Q4 2022 | $22,750,848 | +49.8% | 973,507 | +47.5% | 2.00% | +33.8% |
Q3 2022 | $15,185,000 | +28.3% | 660,209 | +33.1% | 1.49% | +28.9% |
Q2 2022 | $11,840,000 | – | 496,001 | – | 1.16% | – |
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% |