ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 110 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 299,998 | $7,011 | 4.35% |
| Aptus Capital Advisors, LLC | 5,289,617 | $123,618,349 | 3.80% |
| 4Thought Financial Group Inc. | 151,803 | $3,548,000 | 3.20% |
| Foundation Wealth Management, LLC | 129,665 | $3,030,328 | 3.08% |
| Signature Wealth Management Group | 232,858 | $5,441,902 | 2.66% |
| Robbins Farley | 145,333 | $3,396,432 | 2.63% |
| RVW Wealth, LLC | 748,215 | $17,485,785 | 2.23% |
| Peloton Wealth Strategists | 197,900 | $4,625 | 2.23% |
| Gateway Advisory, LLC | 355,299 | $8,303 | 2.13% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2,263,966 | $52,908,876 | 2.01% |