ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 90 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,299 | -1.5% | 229 | 0.0% | 0.00% | – |
| Q2 2023 | $5,377 | -56.1% | 229 | -55.4% | 0.00% | – |
| Q1 2023 | $12,244 | +1124.4% | 514 | +1252.6% | 0.00% | – |
| Q2 2022 | $1,000 | -90.9% | 38 | -91.1% | 0.00% | – |
| Q1 2022 | $11,000 | +450.0% | 428 | +568.8% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 64 | -3.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 66 | +3.1% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | -90.0% | 64 | -91.2% | 0.00% | – |
| Q2 2020 | $20,000 | – | 729 | +72800.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
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% |