ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 130 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $787,223 | -1.4% | 34,020 | 0.0% | 0.24% | +3.1% |
| Q2 2023 | $798,790 | +45.7% | 34,020 | +47.8% | 0.23% | +38.8% |
| Q1 2023 | $548,336 | +101821.2% | 23,020 | 0.0% | 0.16% | +1.9% |
| Q4 2022 | $538 | -99.9% | 23,020 | -2.1% | 0.16% | -4.1% |
| Q3 2022 | $541,000 | -7.0% | 23,520 | -3.5% | 0.17% | +0.6% |
| Q2 2022 | $582,000 | -4.3% | 24,370 | 0.0% | 0.17% | +13.5% |
| Q1 2022 | $608,000 | +9.5% | 24,370 | +16.5% | 0.15% | +9.6% |
| Q4 2021 | $555,000 | +82.6% | 20,910 | +86.1% | 0.14% | +66.7% |
| Q3 2021 | $304,000 | 0.0% | 11,235 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $304,000 | – | 11,235 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 218,847 | $5,848,000 | 4.02% |
| 4Thought Financial Group Inc. | 130,887 | $3,497,000 | 3.37% |
| Signature Wealth Management Group | 157,640 | $4,212,000 | 2.48% |
| TLWM | 215,480 | $5,756,000 | 2.18% |
| CAPITAL ADVISORS INC/OK | 1,810,767 | $48,384,000 | 1.58% |
| SIGMA INVESTMENT COUNSELORS INC | 726,700 | $19,417,000 | 1.58% |
| Bradley & Co. Private Wealth Management, LLC | 58,872 | $1,573,000 | 1.45% |
| Peloton Wealth Strategists | 104,700 | $2,798,000 | 1.31% |
| Praetorian Wealth Management, Inc. | 74,879 | $2,000,000 | 0.70% |
| WRAPMANAGER INC | 77,169 | $2,062,000 | 0.57% |