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 | $28,475 | +4.3% | 1,230,552 | +5.8% | 0.11% | 0.0% |
| Q2 2023 | $27,297 | +17.4% | 1,162,553 | +19.1% | 0.11% | +1.9% |
| Q1 2023 | $23,243 | +27.3% | 975,797 | +24.9% | 0.11% | +16.5% |
| Q4 2022 | $18,260 | -99.9% | 781,350 | +35.7% | 0.09% | +15.2% |
| Q3 2022 | $13,248,000 | +62.6% | 575,991 | +68.8% | 0.08% | +58.0% |
| Q2 2022 | $8,146,000 | +93.4% | 341,233 | +102.1% | 0.05% | +100.0% |
| Q1 2022 | $4,212,000 | – | 168,880 | – | 0.02% | – |
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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% |