ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 219 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,056,407 | +36.5% | 477,805 | +38.5% | 1.30% | +32.7% |
| Q2 2023 | $8,097,900 | +1.3% | 344,885 | +2.8% | 0.98% | -6.2% |
| Q1 2023 | $7,993,206 | +106604.1% | 335,567 | +4.7% | 1.04% | +2.6% |
| Q4 2022 | $7,491 | -99.9% | 320,526 | -3.1% | 1.02% | -8.5% |
| Q3 2022 | $7,609,000 | -3.5% | 330,863 | +0.1% | 1.11% | +3.3% |
| Q2 2022 | $7,886,000 | +500.6% | 330,382 | +527.6% | 1.08% | +584.7% |
| Q1 2022 | $1,313,000 | +143.1% | 52,643 | +159.5% | 0.16% | +145.3% |
| Q4 2021 | $540,000 | -0.2% | 20,290 | +1.3% | 0.06% | -8.6% |
| Q3 2021 | $541,000 | +7.6% | 20,035 | +7.9% | 0.07% | +9.4% |
| Q2 2021 | $503,000 | +21.8% | 18,562 | +20.1% | 0.06% | +16.4% |
| Q1 2021 | $413,000 | -1.7% | 15,459 | +1.6% | 0.06% | -32.9% |
| Q4 2020 | $420,000 | +39.1% | 15,223 | +37.1% | 0.08% | +28.1% |
| Q3 2020 | $302,000 | +87.6% | 11,105 | +85.5% | 0.06% | +82.9% |
| Q2 2020 | $161,000 | +18.4% | 5,987 | +8.3% | 0.04% | +9.4% |
| Q1 2020 | $136,000 | +126.7% | 5,527 | +138.2% | 0.03% | +166.7% |
| Q4 2019 | $60,000 | – | 2,320 | – | 0.01% | – |
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% |