ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 184 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,843,133 | +32.2% | 209,297 | +34.1% | 0.05% | +29.7% |
| Q2 2023 | $3,663,796 | +47.0% | 156,039 | +49.2% | 0.04% | +37.0% |
| Q1 2023 | $2,491,957 | +174.1% | 104,617 | +168.9% | 0.03% | +237.5% |
| Q4 2022 | $909,186 | -99.8% | 38,904 | +16.2% | 0.01% | +100.0% |
| Q3 2022 | $385,385,000 | +109074.2% | 33,478 | +126.1% | 0.00% | 0.0% |
| Q2 2022 | $353,000 | -2.2% | 14,807 | +2.4% | 0.00% | 0.0% |
| Q1 2022 | $361,000 | +44.4% | 14,467 | +53.7% | 0.00% | +33.3% |
| Q4 2021 | $250,000 | -3.1% | 9,410 | -1.4% | 0.00% | 0.0% |
| Q3 2021 | $258,000 | 0.0% | 9,546 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $258,000 | +22.9% | 9,527 | +21.2% | 0.00% | 0.0% |
| Q1 2021 | $210,000 | -18.3% | 7,862 | -15.6% | 0.00% | 0.0% |
| Q4 2020 | $257,000 | -99.9% | 9,320 | +6372.2% | 0.00% | -40.0% |
| Q3 2020 | $251,000,000 | – | 144 | – | 0.01% | – |
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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% |