ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 104 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,578,723 | +71.7% | 111,440 | +74.2% | 0.07% | +76.2% |
Q2 2023 | $1,502,265 | -4.6% | 63,981 | -3.2% | 0.04% | -8.7% |
Q1 2023 | $1,575,075 | -15.6% | 66,124 | -17.2% | 0.05% | -20.7% |
Q4 2022 | $1,865,604 | +7.5% | 79,829 | +5.8% | 0.06% | -3.3% |
Q3 2022 | $1,736,000 | -1.2% | 75,464 | +2.5% | 0.06% | +3.4% |
Q2 2022 | $1,757,000 | -47.4% | 73,634 | -45.0% | 0.06% | -39.6% |
Q1 2022 | $3,339,000 | -11.6% | 133,915 | -5.8% | 0.10% | -9.4% |
Q4 2021 | $3,776,000 | +0.4% | 142,145 | +1.9% | 0.11% | -20.9% |
Q3 2021 | $3,762,000 | -7.1% | 139,445 | -6.9% | 0.13% | -8.8% |
Q2 2021 | $4,049,000 | 0.0% | 149,705 | -1.2% | 0.15% | -7.0% |
Q1 2021 | $4,049,000 | +4.2% | 151,540 | +7.5% | 0.16% | -0.6% |
Q4 2020 | $3,885,000 | +2.7% | 140,910 | +1.1% | 0.16% | -7.0% |
Q3 2020 | $3,783,000 | +1.7% | 139,372 | +1.0% | 0.17% | -8.6% |
Q2 2020 | $3,720,000 | +50.5% | 137,993 | +36.9% | 0.19% | +23.8% |
Q1 2020 | $2,472,000 | +6.6% | 100,821 | +13.0% | 0.15% | +26.9% |
Q4 2019 | $2,320,000 | +116.4% | 89,197 | +115.7% | 0.12% | +98.3% |
Q3 2019 | $1,072,000 | – | 41,357 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Envision Financial Planning, LLC | 356,806 | $8,256,494 | 8.18% |
PFG Private Wealth Management, LLC | 411,874 | $9,530,755 | 7.08% |
Gateway Advisory, LLC | 751,857 | $17,397,981 | 3.55% |
Keeler Thomas Management LLC | 369,297 | $8,760,027 | 3.24% |
Michael S. Ryan, Inc. | 135,366 | $3,110,707 | 2.97% |
4Thought Financial Group Inc. | 154,745 | $3,580,793 | 2.88% |
Foundation Wealth Management, LLC | 121,558 | $2,812,905 | 2.81% |
Peloton Wealth Strategists | 244,330 | $5,654 | 2.61% |
Robbins Farley | 163,627 | $3,786,329 | 2.56% |
Platte River Wealth Advisors, LLC | 278,042 | $6,433,892 | 2.35% |