ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 95 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,185,957 | +9.2% | 51,251 | +10.8% | 0.49% | +5.6% |
| Q2 2023 | $1,085,835 | +3.0% | 46,245 | +4.5% | 0.46% | -7.1% |
| Q1 2023 | $1,053,872 | +5.0% | 44,243 | +3.0% | 0.50% | -0.2% |
| Q4 2022 | $1,003,662 | +11.9% | 42,947 | +10.1% | 0.50% | +4.0% |
| Q3 2022 | $897,000 | +3.9% | 38,993 | +7.8% | 0.48% | +3.0% |
| Q2 2022 | $863,000 | +45.5% | 36,155 | +52.0% | 0.46% | +53.1% |
| Q1 2022 | $593,000 | -19.3% | 23,793 | -14.0% | 0.30% | -22.1% |
| Q4 2021 | $735,000 | -3.0% | 27,660 | -1.6% | 0.39% | -12.4% |
| Q3 2021 | $758,000 | -2.2% | 28,098 | -1.9% | 0.44% | +6.0% |
| Q2 2021 | $775,000 | – | 28,645 | – | 0.42% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 218,847 | $5,848,000 | 4.02% |
| 4Thought Financial Group Inc. | 130,887 | $3,497,000 | 3.37% |
| Signature Wealth Management Group | 157,640 | $4,212,000 | 2.48% |
| TLWM | 215,480 | $5,756,000 | 2.18% |
| CAPITAL ADVISORS INC/OK | 1,810,767 | $48,384,000 | 1.58% |
| SIGMA INVESTMENT COUNSELORS INC | 726,700 | $19,417,000 | 1.58% |
| Bradley & Co. Private Wealth Management, LLC | 58,872 | $1,573,000 | 1.45% |
| Peloton Wealth Strategists | 104,700 | $2,798,000 | 1.31% |
| Praetorian Wealth Management, Inc. | 74,879 | $2,000,000 | 0.70% |
| WRAPMANAGER INC | 77,169 | $2,062,000 | 0.57% |