ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 130 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,685,415 | -21.6% | 159,266 | -20.5% | 0.13% | -18.1% |
| Q2 2023 | $4,703,420 | -91.9% | 200,316 | -91.8% | 0.16% | -92.3% |
| Q1 2023 | $57,871,195 | +9.4% | 2,429,521 | +7.3% | 2.01% | +0.2% |
| Q4 2022 | $52,908,876 | +5.2% | 2,263,966 | +3.5% | 2.01% | -7.0% |
| Q3 2022 | $50,312,000 | – | 2,187,499 | – | 2.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 329,654 | $7,852,348 | 4.99% |
| Keeler Thomas Management LLC | 290,943 | $6,930,263 | 3.26% |
| 4Thought Financial Group Inc. | 154,126 | $3,671,291 | 3.04% |
| Foundation Wealth Management, LLC | 121,949 | $2,904,885 | 2.99% |
| Aptus Capital Advisors, LLC | 4,300,429 | $102,436,219 | 2.75% |
| Signature Wealth Management Group | 243,182 | $5,792,601 | 2.75% |
| Platte River Wealth Advisors, LLC | 281,033 | $6,694,206 | 2.57% |
| Robbins Farley | 147,870 | $3,522,264 | 2.35% |
| Peloton Wealth Strategists | 211,175 | $5,030 | 2.30% |
| RVW Wealth, LLC | 753,217 | $17,941,629 | 2.22% |