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 | $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 | 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% |