ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 184 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $806 | +17.3% | 34,846 | +19.1% | 0.12% | +20.4% |
| Q2 2023 | $687 | +1.5% | 29,263 | +3.0% | 0.10% | -3.7% |
| Q1 2023 | $677 | +7.8% | 28,424 | +5.9% | 0.11% | +0.9% |
| Q4 2022 | $628 | -99.9% | 26,852 | +7.7% | 0.11% | +9.3% |
| Q3 2022 | $573,000 | -3.5% | 24,922 | +0.2% | 0.10% | +3.2% |
| Q2 2022 | $594,000 | +16.2% | 24,864 | +21.4% | 0.09% | +36.2% |
| Q1 2022 | $511,000 | – | 20,475 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,042,513 | $23,978,000 | 5.94% |
| PFG Private Wealth Management, LLC | 289,107 | $6,649,000 | 4.37% |
| Aptus Capital Advisors, LLC | 6,309,515 | $145,119,000 | 3.49% |
| 4Thought Financial Group Inc. | 151,758 | $3,490,000 | 3.43% |
| Signature Wealth Management Group | 216,552 | $4,981,000 | 2.53% |
| Peloton Wealth Strategists | 180,700 | $4,156,000 | 2.16% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2,187,499 | $50,312,000 | 2.16% |
| TLWM | 131,928 | $4,600,000 | 2.02% |
| Sound View Wealth Advisors Group, LLC | 389,632 | $8,962,000 | 2.01% |
| SIGMA INVESTMENT COUNSELORS INC | 999,503 | $22,989,000 | 1.96% |