ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 104 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,205,232 | +5.1% | 181,730 | +6.7% | 1.34% | +8.2% |
Q2 2023 | $3,999,653 | +2.6% | 170,343 | +4.0% | 1.24% | -2.5% |
Q1 2023 | $3,899,691 | +9.9% | 163,715 | +7.8% | 1.27% | -0.8% |
Q4 2022 | $3,547,706 | +21.7% | 151,806 | +19.7% | 1.28% | +16.9% |
Q3 2022 | $2,915,000 | -0.8% | 126,773 | +3.0% | 1.09% | +1.3% |
Q2 2022 | $2,938,000 | +4.0% | 123,085 | +8.6% | 1.08% | +12.0% |
Q1 2022 | $2,826,000 | +7.1% | 113,314 | +14.0% | 0.96% | +12.4% |
Q4 2021 | $2,639,000 | +9.3% | 99,391 | +11.1% | 0.86% | +4.8% |
Q3 2021 | $2,414,000 | +7.0% | 89,480 | +7.2% | 0.82% | +8.5% |
Q2 2021 | $2,257,000 | +12.8% | 83,451 | +11.4% | 0.75% | +7.0% |
Q1 2021 | $2,000,000 | +21.4% | 74,879 | +25.3% | 0.70% | +12.1% |
Q4 2020 | $1,648,000 | +137.8% | 59,782 | +134.2% | 0.63% | +105.6% |
Q3 2020 | $693,000 | +166.5% | 25,531 | +164.9% | 0.31% | +140.9% |
Q2 2020 | $260,000 | – | 9,638 | – | 0.13% | – |
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% |