ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 219 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $84,623 | -1.4% | 3,657 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $85,866 | -1.4% | 3,657 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $87,110 | +1.9% | 3,657 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $85,464 | +1.7% | 3,657 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $84,000 | -3.4% | 3,657 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $87,000 | -4.4% | 3,657 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $91,000 | -6.2% | 3,657 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $97,000 | -2.0% | 3,657 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $99,000 | 0.0% | 3,657 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $99,000 | +1.0% | 3,657 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $98,000 | -3.0% | 3,657 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $101,000 | +2.0% | 3,657 | 0.0% | 0.01% | -8.3% |
| Q3 2020 | $99,000 | +19.3% | 3,657 | +18.8% | 0.01% | +20.0% |
| Q2 2020 | $83,000 | +72.9% | 3,079 | +56.3% | 0.01% | +66.7% |
| Q1 2020 | $48,000 | -20.0% | 1,970 | -15.3% | 0.01% | +20.0% |
| Q4 2019 | $60,000 | – | 2,325 | – | 0.01% | – |
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% |