ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,676 | -1.4% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $79,832 | -1.4% | 3,400 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $80,988 | +1.9% | 3,400 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $79,458 | +1.9% | 3,400 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $78,000 | -3.7% | 3,400 | 0.0% | 0.01% | +25.0% |
| Q2 2022 | $81,000 | -3.6% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $84,000 | -6.7% | 3,400 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $90,000 | -16.7% | 3,400 | -15.0% | 0.00% | -25.0% |
| Q3 2021 | $108,000 | 0.0% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $108,000 | +0.9% | 4,000 | 0.0% | 0.00% | +33.3% |
| Q1 2021 | $107,000 | 0.0% | 4,000 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $107,000 | -0.9% | 4,000 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $108,000 | +0.9% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $107,000 | +11.5% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $96,000 | +12.9% | 4,000 | +21.2% | 0.01% | +20.0% |
| Q4 2019 | $85,000 | +372.2% | 3,300 | +371.4% | 0.01% | +400.0% |
| Q3 2019 | $18,000 | – | 700 | – | 0.00% | – |
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% |