ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |