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 | ||||
---|---|---|---|---|---|---|
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 | 185,470 | $5,034,000 | 4.39% |
Signature Wealth Management Group | 152,865 | $4,149,000 | 2.98% |
TLWM | 226,927 | $6,138,000 | 2.91% |
BRANDYWINE OAK PRIVATE WEALTH LLC | 498,821 | $13,538,000 | 2.26% |
Peloton Wealth Strategists | 76,000 | $2,063,000 | 1.16% |
SIGMA INVESTMENT COUNSELORS INC | 165,028 | $4,479,000 | 0.87% |
WRAPMANAGER INC | 71,988 | $1,954,000 | 0.66% |
Timber Creek Capital Management LLC | 41,090 | $1,115,000 | 0.61% |
Capital Investment Advisors, LLC | 378,685 | $10,278,000 | 0.49% |
Avestar Capital, LLC | 44,637 | $1,214,000 | 0.40% |