ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $133,055 | -1.4% | 5,750 | 0.0% | 0.10% | +1.0% |
| Q2 2023 | $135,010 | -1.4% | 5,750 | 0.0% | 0.10% | -6.4% |
| Q1 2023 | $136,965 | +1.9% | 5,750 | 0.0% | 0.11% | -1.8% |
| Q4 2022 | $134,378 | +1.8% | 5,750 | 0.0% | 0.11% | -13.3% |
| Q3 2022 | $132,000 | -3.6% | 5,750 | 0.0% | 0.13% | +3.2% |
| Q2 2022 | $137,000 | -4.2% | 5,750 | 0.0% | 0.12% | +4.2% |
| Q1 2022 | $143,000 | -6.5% | 5,750 | 0.0% | 0.12% | -2.5% |
| Q4 2021 | $153,000 | +51.5% | 5,750 | +53.3% | 0.12% | +43.5% |
| Q3 2021 | $101,000 | 0.0% | 3,750 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $101,000 | +1.0% | 3,750 | 0.0% | 0.08% | -5.6% |
| Q1 2021 | $100,000 | -2.9% | 3,750 | 0.0% | 0.09% | +2.3% |
| Q4 2020 | $103,000 | – | 3,750 | – | 0.09% | – |
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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% |