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 | $3,580,793 | -0.1% | 154,745 | +1.4% | 2.88% | +0.7% |
| Q2 2023 | $3,582,930 | -2.4% | 152,594 | -1.0% | 2.86% | -5.9% |
| Q1 2023 | $3,671,291 | +3.5% | 154,126 | +1.5% | 3.04% | -5.0% |
| Q4 2022 | $3,548,000 | +1.7% | 151,803 | +0.0% | 3.20% | -6.8% |
| Q3 2022 | $3,490,000 | -5.6% | 151,758 | -2.0% | 3.43% | -1.1% |
| Q2 2022 | $3,696,000 | -5.9% | 154,844 | -1.7% | 3.47% | -0.5% |
| Q1 2022 | $3,929,000 | -5.7% | 157,531 | +0.5% | 3.49% | +3.6% |
| Q4 2021 | $4,165,000 | +2.2% | 156,821 | +3.9% | 3.36% | -4.9% |
| Q3 2021 | $4,074,000 | +11.3% | 150,984 | +11.6% | 3.54% | +7.2% |
| Q2 2021 | $3,659,000 | +4.6% | 135,283 | +3.4% | 3.30% | -2.1% |
| Q1 2021 | $3,497,000 | – | 130,887 | – | 3.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 218,847 | $5,848,000 | 4.02% |
| 4Thought Financial Group Inc. | 130,887 | $3,497,000 | 3.37% |
| Signature Wealth Management Group | 157,640 | $4,212,000 | 2.48% |
| TLWM | 215,480 | $5,756,000 | 2.18% |
| CAPITAL ADVISORS INC/OK | 1,810,767 | $48,384,000 | 1.58% |
| SIGMA INVESTMENT COUNSELORS INC | 726,700 | $19,417,000 | 1.58% |
| Bradley & Co. Private Wealth Management, LLC | 58,872 | $1,573,000 | 1.45% |
| Peloton Wealth Strategists | 104,700 | $2,798,000 | 1.31% |
| Praetorian Wealth Management, Inc. | 74,879 | $2,000,000 | 0.70% |
| WRAPMANAGER INC | 77,169 | $2,062,000 | 0.57% |