ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,040 | -0.7% | 10,935 | +0.8% | 0.16% | -3.6% |
| Q2 2023 | $254,771 | -21.7% | 10,851 | -20.5% | 0.17% | -18.5% |
| Q1 2023 | $325,209 | +2.3% | 13,653 | +0.4% | 0.20% | -6.4% |
| Q4 2022 | $317,832 | +1.5% | 13,600 | 0.0% | 0.22% | -6.8% |
| Q3 2022 | $313,000 | -3.7% | 13,600 | 0.0% | 0.24% | 0.0% |
| Q2 2022 | $325,000 | -4.1% | 13,600 | 0.0% | 0.24% | +2.6% |
| Q1 2022 | $339,000 | -6.1% | 13,600 | 0.0% | 0.23% | -1.3% |
| Q4 2021 | $361,000 | – | 13,600 | – | 0.23% | – |
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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% |