ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 184 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,167,689 | -59.0% | 1,087,627 | -58.4% | 0.69% | -53.3% |
| Q2 2023 | $61,314,615 | -40.1% | 2,611,355 | -39.3% | 1.47% | -46.6% |
| Q1 2023 | $102,436,219 | -17.1% | 4,300,429 | -18.7% | 2.75% | -27.5% |
| Q4 2022 | $123,618,349 | -14.8% | 5,289,617 | -16.2% | 3.80% | +8.6% |
| Q3 2022 | $145,119,000 | -11.6% | 6,309,515 | -8.3% | 3.49% | -18.2% |
| Q2 2022 | $164,216,000 | +73.7% | 6,879,588 | +81.5% | 4.27% | +81.5% |
| Q1 2022 | $94,523,000 | – | 3,790,000 | – | 2.35% | – |
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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% |