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 | $2,234,019 | +21.3% | 96,545 | +23.1% | 0.00% | 0.0% |
| Q2 2023 | $1,841,674 | +8.4% | 78,437 | +10.0% | 0.00% | 0.0% |
| Q1 2023 | $1,698,545 | +16.7% | 71,308 | +14.5% | 0.00% | 0.0% |
| Q4 2022 | $1,455,250 | +254.1% | 62,260 | +248.5% | 0.00% | +200.0% |
| Q3 2022 | $411,000 | +4.8% | 17,867 | +8.6% | 0.00% | 0.0% |
| Q2 2022 | $392,000 | +5.1% | 16,449 | +10.2% | 0.00% | 0.0% |
| Q1 2022 | $373,000 | -11.2% | 14,933 | -5.8% | 0.00% | 0.0% |
| Q4 2021 | $420,000 | +15.1% | 15,845 | +17.3% | 0.00% | 0.0% |
| Q3 2021 | $365,000 | -2.9% | 13,508 | -2.9% | 0.00% | 0.0% |
| Q2 2021 | $376,000 | -6.9% | 13,907 | -8.2% | 0.00% | 0.0% |
| Q1 2021 | $404,000 | -7.1% | 15,156 | -3.8% | 0.00% | 0.0% |
| Q4 2020 | $435,000 | -12.1% | 15,756 | -13.6% | 0.00% | 0.0% |
| Q3 2020 | $495,000 | +1.0% | 18,237 | +0.6% | 0.00% | -50.0% |
| Q2 2020 | $490,000 | +36.9% | 18,137 | +24.5% | 0.00% | +100.0% |
| Q1 2020 | $358,000 | – | 14,567 | – | 0.00% | – |
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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% |