ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 110 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,348,985 | +18.0% | 792,955 | +19.7% | 2.28% | +11.9% |
| Q2 2023 | $15,553,761 | +3.4% | 662,426 | +4.9% | 2.04% | -1.3% |
| Q1 2023 | $15,047,207 | +65.4% | 631,705 | +62.2% | 2.06% | +7.3% |
| Q4 2022 | $9,098,894 | +1.5% | 389,341 | -0.1% | 1.92% | -4.3% |
| Q3 2022 | $8,962,000 | -0.8% | 389,632 | +2.9% | 2.01% | +6.2% |
| Q2 2022 | $9,036,000 | +1.9% | 378,553 | +6.4% | 1.89% | +12.2% |
| Q1 2022 | $8,871,000 | +2063.7% | 355,701 | +2201.8% | 1.69% | +2090.9% |
| Q4 2021 | $410,000 | -11.1% | 15,453 | -9.5% | 0.08% | -19.8% |
| Q3 2021 | $461,000 | -0.2% | 17,076 | 0.0% | 0.10% | -1.0% |
| Q2 2021 | $462,000 | +0.7% | 17,076 | -0.6% | 0.10% | -9.3% |
| Q1 2021 | $459,000 | -3.2% | 17,187 | 0.0% | 0.11% | -7.8% |
| Q4 2020 | $474,000 | +3.0% | 17,187 | +1.3% | 0.12% | -4.1% |
| Q3 2020 | $460,000 | +5.3% | 16,963 | +4.6% | 0.12% | -1.6% |
| Q2 2020 | $437,000 | +10.4% | 16,213 | +0.3% | 0.12% | -10.2% |
| Q1 2020 | $396,000 | -5.7% | 16,157 | 0.0% | 0.14% | +15.1% |
| Q4 2019 | $420,000 | +12.3% | 16,157 | +11.9% | 0.12% | +7.2% |
| Q3 2019 | $374,000 | – | 14,441 | – | 0.11% | – |
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% |