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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $3,529,318 | -11.1% | 147,485 | -14.0% | 0.49% | -8.4% |
Q3 2023 | $3,970,404 | +2.3% | 171,582 | +3.8% | 0.53% | -4.1% |
Q2 2023 | $3,880,808 | +5.9% | 165,281 | +7.4% | 0.56% | -3.6% |
Q1 2023 | $3,666,236 | +4.2% | 153,914 | +2.2% | 0.58% | -6.6% |
Q4 2022 | $3,519,140 | +47.4% | 150,584 | +45.0% | 0.62% | +3.3% |
Q3 2022 | $2,388,000 | +52.3% | 103,832 | +58.0% | 0.60% | +35.5% |
Q2 2022 | $1,568,000 | +14.3% | 65,703 | +19.4% | 0.44% | +29.2% |
Q1 2022 | $1,372,000 | -16.9% | 55,020 | -11.5% | 0.34% | -20.5% |
Q4 2021 | $1,652,000 | +14.6% | 62,191 | +16.4% | 0.43% | -8.7% |
Q3 2021 | $1,441,000 | +3.4% | 53,421 | +3.7% | 0.47% | +7.0% |
Q2 2021 | $1,393,000 | +13.3% | 51,514 | +12.0% | 0.44% | -0.5% |
Q1 2021 | $1,229,000 | -6.3% | 46,010 | -3.3% | 0.44% | -15.8% |
Q4 2020 | $1,311,000 | – | 47,569 | – | 0.52% | – |
Download |
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% |