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 | $3,895,712 | +16.3% | 168,354 | +18.0% | 0.52% | +22.4% |
Q2 2023 | $3,350,760 | +12.7% | 142,707 | +14.3% | 0.43% | +2.9% |
Q1 2023 | $2,973,736 | +9.8% | 124,842 | +7.8% | 0.42% | -2.8% |
Q4 2022 | $2,707,111 | +39.8% | 115,837 | +37.5% | 0.43% | +29.7% |
Q3 2022 | $1,937,000 | +0.5% | 84,230 | +4.3% | 0.33% | +5.1% |
Q2 2022 | $1,927,000 | – | 80,730 | – | 0.31% | – |
Download |
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% |