ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 110 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $855,811 | -9.4% | 36,984 | -8.0% | 0.91% | +2.4% |
| Q2 2023 | $944,320 | -0.7% | 40,218 | +0.7% | 0.89% | -8.5% |
| Q1 2023 | $951,274 | +9.9% | 39,936 | +7.8% | 0.97% | -1.5% |
| Q4 2022 | $865,419 | +2.5% | 37,031 | +1.0% | 0.98% | +2.1% |
| Q3 2022 | $844,000 | -3.9% | 36,677 | -0.3% | 0.96% | +0.6% |
| Q2 2022 | $878,000 | -5.8% | 36,787 | -1.6% | 0.96% | +10.8% |
| Q1 2022 | $932,000 | – | 37,371 | – | 0.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 247,848 | $6,687,000 | 3.91% |
| 4Thought Financial Group Inc. | 150,984 | $4,074,000 | 3.54% |
| Signature Wealth Management Group | 159,453 | $4,302,000 | 2.39% |
| TLWM | 209,576 | $5,657,000 | 2.15% |
| SIGMA INVESTMENT COUNSELORS INC | 1,002,807 | $27,056,000 | 2.00% |
| Camelot Portfolios, LLC | 133,453 | $3,601,000 | 1.85% |
| Peloton Wealth Strategists | 159,200 | $4,295,000 | 1.76% |
| Matthew Goff Investment Advisor, LLC | 256,163 | $6,911,000 | 1.70% |
| CAPITAL ADVISORS INC/OK | 1,820,687 | $49,122,000 | 1.46% |
| Bradley & Co. Private Wealth Management, LLC | 51,977 | $1,402,000 | 1.21% |