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 | $999 | +0.1% | 43,173 | +1.5% | 0.24% | +8.3% |
| Q2 2023 | $998 | -1.8% | 42,523 | -0.3% | 0.22% | -3.6% |
| Q1 2023 | $1,016 | +1.4% | 42,640 | -0.5% | 0.22% | +2.7% |
| Q4 2022 | $1,002 | -99.5% | 42,870 | +344.2% | 0.22% | +291.1% |
| Q3 2022 | $222,000 | +2.8% | 9,650 | +6.6% | 0.06% | +14.3% |
| Q2 2022 | $216,000 | -4.4% | 9,050 | 0.0% | 0.05% | +11.4% |
| Q1 2022 | $226,000 | -5.8% | 9,050 | 0.0% | 0.04% | +2.3% |
| Q4 2021 | $240,000 | – | 9,050 | – | 0.04% | – |
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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% |