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 | $168,933 | -0.5% | 7,300 | +1.0% | 0.01% | 0.0% |
| Q2 2023 | $169,717 | -0.5% | 7,228 | +0.9% | 0.01% | -11.1% |
| Q1 2023 | $170,563 | +2.6% | 7,160 | +0.6% | 0.01% | -10.0% |
| Q4 2022 | $166,314 | -0.4% | 7,117 | +1.9% | 0.01% | -9.1% |
| Q3 2022 | $167,000 | 0.0% | 6,986 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $167,000 | +72.2% | 6,986 | +94.9% | 0.01% | +266.7% |
| Q3 2021 | $97,000 | +385.0% | 3,584 | +382.4% | 0.00% | +200.0% |
| Q2 2021 | $20,000 | +5.3% | 743 | +3.3% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | – | 719 | – | 0.00% | – |
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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% |