ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 119 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,022,899 | +17.1% | 87,420 | +18.8% | 0.43% | +23.7% |
| Q2 2023 | $1,727,424 | -3.8% | 73,570 | -2.4% | 0.35% | -8.9% |
| Q1 2023 | $1,795,314 | +12.2% | 75,370 | +10.1% | 0.38% | +5.0% |
| Q4 2022 | $1,600,144 | +41.2% | 68,470 | +39.0% | 0.36% | +28.4% |
| Q3 2022 | $1,133,000 | -5.6% | 49,270 | -2.0% | 0.28% | -2.8% |
| Q2 2022 | $1,200,000 | -6.2% | 50,270 | -2.0% | 0.29% | +7.8% |
| Q1 2022 | $1,279,000 | -6.8% | 51,270 | -0.8% | 0.27% | -4.3% |
| Q4 2021 | $1,372,000 | +50.4% | 51,670 | +52.9% | 0.28% | +39.1% |
| Q3 2021 | $912,000 | +473.6% | 33,800 | +475.3% | 0.20% | +494.1% |
| Q2 2021 | $159,000 | +488.9% | 5,875 | +487.5% | 0.03% | +385.7% |
| Q1 2021 | $27,000 | – | 1,000 | – | 0.01% | – |
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% |