ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 72 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,325,514 | -2.3% | 186,928 | -0.9% | 1.15% | -10.1% |
| Q2 2023 | $4,428,230 | -1.9% | 188,596 | -0.5% | 1.28% | -11.0% |
| Q1 2023 | $4,512,968 | +1.4% | 189,461 | -0.5% | 1.43% | -11.2% |
| Q4 2022 | $4,452,039 | -3.2% | 190,502 | +44.4% | 1.61% | -20.3% |
| Q3 2022 | $4,600,000 | -4.1% | 131,928 | -34.3% | 2.02% | +10.1% |
| Q2 2022 | $4,798,000 | -7.7% | 200,807 | -3.8% | 1.84% | +1.4% |
| Q1 2022 | $5,200,000 | -6.3% | 208,663 | -0.1% | 1.81% | -2.4% |
| Q4 2021 | $5,547,000 | -1.9% | 208,863 | -0.3% | 1.86% | -13.6% |
| Q3 2021 | $5,657,000 | -1.7% | 209,576 | -1.5% | 2.15% | +4.3% |
| Q2 2021 | $5,753,000 | -0.1% | 212,662 | -1.3% | 2.06% | -5.6% |
| Q1 2021 | $5,756,000 | -5.8% | 215,480 | -2.7% | 2.18% | -10.5% |
| Q4 2020 | $6,109,000 | -0.5% | 221,565 | -2.4% | 2.44% | -16.0% |
| Q3 2020 | $6,138,000 | -0.9% | 226,927 | -1.1% | 2.91% | -20.5% |
| Q2 2020 | $6,194,000 | +4.5% | 229,414 | -5.1% | 3.66% | +5.1% |
| Q1 2020 | $5,925,000 | -7.5% | 241,775 | -1.9% | 3.48% | +13.1% |
| Q4 2019 | $6,405,000 | +2.3% | 246,506 | +2.0% | 3.08% | -4.5% |
| Q3 2019 | $6,264,000 | +6.6% | 241,768 | +4.8% | 3.22% | -4.7% |
| Q2 2019 | $5,877,000 | +18.0% | 230,642 | +13.7% | 3.38% | +21.0% |
| Q1 2019 | $4,982,000 | +17.4% | 202,932 | +11.9% | 2.80% | +8.8% |
| Q4 2018 | $4,244,000 | +11.8% | 181,316 | +12.6% | 2.57% | +16.3% |
| Q3 2018 | $3,795,000 | +11.2% | 161,019 | +11.5% | 2.21% | +3.6% |
| Q2 2018 | $3,414,000 | +31.5% | 144,394 | +33.7% | 2.13% | +23.5% |
| Q1 2018 | $2,596,000 | – | 107,964 | – | 1.73% | – |
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% |