ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 90 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,530,755 | +12.3% | 411,874 | +14.0% | 7.08% | +41.5% |
| Q2 2023 | $8,483,928 | +8.0% | 361,326 | +9.6% | 5.01% | +0.3% |
| Q1 2023 | $7,852,348 | +111900.4% | 329,654 | +9.9% | 4.99% | +14.7% |
| Q4 2022 | $7,011 | -99.9% | 299,998 | +3.8% | 4.35% | -0.4% |
| Q3 2022 | $6,649,000 | +36.2% | 289,107 | +41.4% | 4.37% | +59.5% |
| Q2 2022 | $4,880,000 | +1.0% | 204,454 | +5.5% | 2.74% | +10.4% |
| Q1 2022 | $4,832,000 | +0.0% | 193,729 | +6.5% | 2.48% | -0.6% |
| Q4 2021 | $4,831,000 | -27.8% | 181,908 | -26.6% | 2.50% | -36.2% |
| Q3 2021 | $6,687,000 | +7.1% | 247,848 | +7.3% | 3.91% | -3.4% |
| Q2 2021 | $6,246,000 | +6.8% | 230,902 | +5.5% | 4.05% | +0.7% |
| Q1 2021 | $5,848,000 | +6.0% | 218,847 | +9.4% | 4.02% | -4.8% |
| Q4 2020 | $5,516,000 | +9.6% | 200,072 | +7.9% | 4.23% | -3.7% |
| Q3 2020 | $5,034,000 | +8.9% | 185,470 | +8.1% | 4.39% | +0.8% |
| Q2 2020 | $4,624,000 | +12.7% | 171,510 | +2.4% | 4.35% | -1.4% |
| Q1 2020 | $4,103,000 | -4.6% | 167,419 | +1.2% | 4.42% | +15.0% |
| Q4 2019 | $4,301,000 | – | 165,377 | – | 3.84% | – |
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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% |