ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 98 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,016 | +60.2% | 17,935 | +83.9% | 0.05% | +53.1% |
| Q4 2021 | $259,000 | -71.6% | 9,750 | -71.1% | 0.03% | -74.6% |
| Q3 2021 | $911,000 | -17.3% | 33,750 | -17.2% | 0.13% | -19.2% |
| Q2 2021 | $1,102,000 | +1.2% | 40,750 | 0.0% | 0.16% | -7.7% |
| Q1 2021 | $1,089,000 | -3.0% | 40,750 | 0.0% | 0.17% | -23.5% |
| Q4 2020 | $1,123,000 | +1.5% | 40,750 | 0.0% | 0.22% | -12.0% |
| Q3 2020 | $1,106,000 | +0.6% | 40,750 | 0.0% | 0.25% | -9.4% |
| Q2 2020 | $1,099,000 | +10.0% | 40,750 | 0.0% | 0.28% | +4.1% |
| Q1 2020 | $999,000 | -5.8% | 40,750 | 0.0% | 0.27% | +13.2% |
| Q4 2019 | $1,060,000 | – | 40,750 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 171,510 | $4,624,000 | 4.35% |
| TLWM | 229,414 | $6,194,000 | 3.66% |
| Signature Wealth Management Group | 159,353 | $4,296,000 | 3.28% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 462,108 | $12,463,000 | 2.22% |
| SIGMA INVESTMENT COUNSELORS INC | 334,534 | $9,019,000 | 0.96% |
| Peloton Wealth Strategists | 49,000 | $1,321,000 | 0.83% |
| Timber Creek Capital Management LLC | 46,540 | $1,254,000 | 0.79% |
| WRAPMANAGER INC | 71,922 | $1,939,000 | 0.72% |
| Andesa Financial Management Inc. | 24,500 | $660,000 | 0.59% |
| FinTrust Capital Advisors, LLC | 50,026 | $1,349,000 | 0.51% |