ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 86 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $108,000 | -4.4% | 4,525 | 0.0% | 0.03% | +34.8% |
| Q1 2022 | $113,000 | -5.8% | 4,525 | 0.0% | 0.02% | -4.2% |
| Q4 2021 | $120,000 | -1.6% | 4,525 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $122,000 | 0.0% | 4,525 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $122,000 | +0.8% | 4,525 | 0.0% | 0.03% | -3.6% |
| Q1 2021 | $121,000 | -3.2% | 4,525 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $125,000 | +5.9% | 4,525 | 0.0% | 0.03% | -20.0% |
| Q4 2019 | $118,000 | +0.9% | 4,525 | 0.0% | 0.04% | -16.7% |
| Q3 2019 | $117,000 | +1.7% | 4,525 | 0.0% | 0.04% | +16.7% |
| Q2 2019 | $115,000 | +3.6% | 4,525 | 0.0% | 0.04% | -21.7% |
| Q1 2019 | $111,000 | +4.7% | 4,525 | 0.0% | 0.05% | -2.1% |
| Q4 2018 | $106,000 | -0.9% | 4,525 | 0.0% | 0.05% | +14.6% |
| Q3 2018 | $107,000 | 0.0% | 4,525 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $107,000 | – | 4,525 | – | 0.04% | – |
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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% |