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 2022 | $22,000 | -97.6% | 959 | -97.5% | 0.03% | -97.4% |
| Q2 2022 | $921,000 | -23.7% | 38,603 | -20.3% | 1.02% | -2.1% |
| Q1 2022 | $1,207,000 | -17.4% | 48,406 | -12.0% | 1.04% | -11.4% |
| Q4 2021 | $1,461,000 | +4.2% | 55,005 | +5.8% | 1.17% | -3.1% |
| Q3 2021 | $1,402,000 | -11.4% | 51,977 | -11.2% | 1.21% | -12.5% |
| Q2 2021 | $1,583,000 | +0.6% | 58,532 | -0.6% | 1.38% | -4.9% |
| Q1 2021 | $1,573,000 | – | 58,872 | – | 1.45% | – |
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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% |