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 | $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 ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 171,510 | $4,624,000 | 4.35% |
| TLWM | 229,414 | $6,194,000 | 3.66% |
| Signature Wealth Management Group | 159,353 | $4,296,000 | 3.28% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 462,108 | $12,463,000 | 2.22% |
| SIGMA INVESTMENT COUNSELORS INC | 334,534 | $9,019,000 | 0.96% |
| Peloton Wealth Strategists | 49,000 | $1,321,000 | 0.83% |
| Timber Creek Capital Management LLC | 46,540 | $1,254,000 | 0.79% |
| WRAPMANAGER INC | 71,922 | $1,939,000 | 0.72% |
| Andesa Financial Management Inc. | 24,500 | $660,000 | 0.59% |
| FinTrust Capital Advisors, LLC | 50,026 | $1,349,000 | 0.51% |