ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 86 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,548,158 | +10.3% | 369,410 | +11.9% | 0.01% | +16.7% |
| Q2 2023 | $7,749,173 | -4.4% | 330,033 | -3.0% | 0.01% | -14.3% |
| Q1 2023 | $8,106,627 | -1.7% | 340,329 | -3.6% | 0.01% | -12.5% |
| Q4 2022 | $8,246,814 | +4.0% | 352,881 | +2.4% | 0.01% | 0.0% |
| Q3 2022 | $7,927,000 | +52.8% | 344,669 | +58.6% | 0.01% | +60.0% |
| Q2 2022 | $5,188,000 | +55.9% | 217,326 | +62.9% | 0.01% | +66.7% |
| Q1 2022 | $3,327,000 | +35.2% | 133,382 | +44.0% | 0.00% | +50.0% |
| Q4 2021 | $2,461,000 | -11.8% | 92,644 | -10.4% | 0.00% | -33.3% |
| Q3 2021 | $2,789,000 | +5.9% | 103,374 | +6.2% | 0.00% | +50.0% |
| Q2 2021 | $2,633,000 | +4.2% | 97,347 | +2.9% | 0.00% | -33.3% |
| Q1 2021 | $2,528,000 | +5.2% | 94,594 | +8.5% | 0.00% | 0.0% |
| Q4 2020 | $2,404,000 | +5.4% | 87,196 | +3.8% | 0.00% | 0.0% |
| Q3 2020 | $2,280,000 | +16.2% | 83,998 | +15.4% | 0.00% | 0.0% |
| Q2 2020 | $1,962,000 | -3.7% | 72,787 | -12.4% | 0.00% | 0.0% |
| Q1 2020 | $2,037,000 | -62.7% | 83,128 | -60.4% | 0.00% | -57.1% |
| Q4 2019 | $5,459,000 | +66.1% | 209,871 | +65.6% | 0.01% | +40.0% |
| Q3 2019 | $3,286,000 | +273.8% | 126,756 | +267.5% | 0.01% | +400.0% |
| Q2 2019 | $879,000 | +4.5% | 34,493 | +0.6% | 0.00% | 0.0% |
| Q1 2019 | $841,000 | +33.3% | 34,296 | +27.1% | 0.00% | 0.0% |
| Q4 2018 | $631,000 | -10.2% | 26,981 | -9.6% | 0.00% | 0.0% |
| Q3 2018 | $703,000 | -0.1% | 29,856 | +0.1% | 0.00% | 0.0% |
| Q2 2018 | $704,000 | +1.4% | 29,824 | +3.4% | 0.00% | 0.0% |
| Q1 2018 | $694,000 | – | 28,838 | – | 0.00% | – |
Download | ||||||
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% |