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 | $1,076,909 | +21.7% | 46,539 | +23.5% | 0.00% | 0.0% |
Q2 2023 | $885,071 | +16.8% | 37,695 | +18.5% | 0.00% | 0.0% |
Q1 2023 | $757,580 | +89.9% | 31,804 | +86.4% | 0.00% | 0.0% |
Q4 2022 | $398,841 | +141.7% | 17,066 | +138.0% | 0.00% | – |
Q3 2022 | $165,000 | +9.3% | 7,170 | +13.7% | 0.00% | – |
Q2 2022 | $151,000 | +21.8% | 6,308 | +27.1% | 0.00% | – |
Q1 2022 | $124,000 | -15.6% | 4,963 | -10.1% | 0.00% | – |
Q4 2021 | $147,000 | -1.3% | 5,521 | +0.3% | 0.00% | – |
Q3 2021 | $149,000 | -17.2% | 5,507 | -17.2% | 0.00% | – |
Q2 2021 | $180,000 | +1.7% | 6,650 | +0.2% | 0.00% | – |
Q1 2021 | $177,000 | -3.3% | 6,637 | +0.2% | 0.00% | – |
Q4 2020 | $183,000 | +2.2% | 6,627 | +0.3% | 0.00% | – |
Q3 2020 | $179,000 | +0.6% | 6,607 | +0.2% | 0.00% | -100.0% |
Q2 2020 | $178,000 | +87.4% | 6,591 | +69.2% | 0.00% | – |
Q1 2020 | $95,000 | +150.0% | 3,896 | +168.9% | 0.00% | – |
Q4 2019 | $38,000 | 0.0% | 1,449 | 0.0% | 0.00% | – |
Q3 2019 | $38,000 | +533.3% | 1,449 | +535.5% | 0.00% | – |
Q2 2019 | $6,000 | 0.0% | 228 | 0.0% | 0.00% | – |
Q1 2019 | $6,000 | -78.6% | 228 | -80.7% | 0.00% | – |
Q1 2018 | $28,000 | – | 1,182 | – | 0.00% | – |
Download |
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% |