ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 193 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,799,672 | +0.1% | 247,005 | +1.6% | 2.70% | -1.7% |
| Q1 2023 | $5,792,601 | +6.4% | 243,182 | +4.4% | 2.75% | +3.3% |
| Q4 2022 | $5,441,902 | +9.3% | 232,858 | +7.5% | 2.66% | +5.1% |
| Q3 2022 | $4,981,000 | +4.5% | 216,552 | +8.4% | 2.53% | +9.2% |
| Q2 2022 | $4,767,000 | +8.3% | 199,724 | +13.2% | 2.32% | +16.9% |
| Q1 2022 | $4,402,000 | +1.4% | 176,507 | +8.0% | 1.98% | -9.5% |
| Q4 2021 | $4,340,000 | +0.9% | 163,390 | +2.5% | 2.19% | -8.4% |
| Q3 2021 | $4,302,000 | +0.3% | 159,453 | +0.6% | 2.39% | +0.1% |
| Q2 2021 | $4,287,000 | +1.8% | 158,466 | +0.5% | 2.39% | -3.6% |
| Q1 2021 | $4,212,000 | +0.2% | 157,640 | +3.4% | 2.48% | -6.5% |
| Q4 2020 | $4,202,000 | +1.3% | 152,412 | -0.3% | 2.65% | -11.3% |
| Q3 2020 | $4,149,000 | -3.4% | 152,865 | -4.1% | 2.98% | -9.1% |
| Q2 2020 | $4,296,000 | +9.9% | 159,353 | -0.1% | 3.28% | -4.5% |
| Q1 2020 | $3,909,000 | -3.1% | 159,474 | +2.8% | 3.44% | +34.9% |
| Q4 2019 | $4,034,000 | +1.0% | 155,084 | +0.6% | 2.55% | -3.7% |
| Q3 2019 | $3,996,000 | +3.5% | 154,177 | +1.4% | 2.65% | +2.6% |
| Q2 2019 | $3,860,000 | +3.9% | 152,016 | +0.4% | 2.58% | -0.9% |
| Q1 2019 | $3,714,000 | +7.9% | 151,400 | +2.9% | 2.60% | -2.6% |
| Q4 2018 | $3,442,000 | +170.0% | 147,148 | +169.8% | 2.67% | +182.3% |
| Q3 2018 | $1,275,000 | – | 54,538 | – | 0.95% | – |
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% |