ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 95 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,998,475 | +9.1% | 126,357 | +9.4% | 0.83% | +8.5% |
| Q1 2024 | $2,748,042 | +5.6% | 115,463 | +6.2% | 0.76% | -0.1% |
| Q4 2023 | $2,602,459 | +11.0% | 108,752 | +7.4% | 0.76% | +1.7% |
| Q3 2023 | $2,344,174 | +8.5% | 101,303 | +10.1% | 0.75% | +13.4% |
| Q2 2023 | $2,160,019 | -0.5% | 91,994 | +1.0% | 0.66% | -0.7% |
| Q1 2023 | $2,170,335 | +133459.1% | 91,114 | +31.0% | 0.67% | +27.8% |
| Q4 2022 | $1,625 | -99.9% | 69,542 | -15.1% | 0.52% | -17.9% |
| Q3 2022 | $1,884,000 | +3.7% | 81,915 | +7.6% | 0.64% | +12.2% |
| Q2 2022 | $1,817,000 | -5.8% | 76,133 | -1.6% | 0.57% | +9.7% |
| Q1 2022 | $1,929,000 | -6.0% | 77,362 | +0.1% | 0.52% | +0.8% |
| Q4 2021 | $2,052,000 | +2.4% | 77,248 | +4.0% | 0.51% | -1.9% |
| Q3 2021 | $2,004,000 | -2.5% | 74,295 | -2.2% | 0.52% | -1.3% |
| Q2 2021 | $2,056,000 | -0.3% | 75,998 | -1.5% | 0.53% | -7.3% |
| Q1 2021 | $2,062,000 | -1.9% | 77,169 | +1.2% | 0.57% | -6.8% |
| Q4 2020 | $2,103,000 | +7.6% | 76,275 | +6.0% | 0.61% | -6.3% |
| Q3 2020 | $1,954,000 | +0.8% | 71,988 | +0.1% | 0.66% | -8.9% |
| Q2 2020 | $1,939,000 | +27.7% | 71,922 | +16.1% | 0.72% | +6.4% |
| Q1 2020 | $1,518,000 | -30.3% | 61,937 | -26.0% | 0.68% | -1.2% |
| Q4 2019 | $2,178,000 | – | 83,742 | – | 0.68% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 6,879,588 | $164,216,000 | 4.27% |
| 4Thought Financial Group Inc. | 154,844 | $3,696,000 | 3.47% |
| PFG Private Wealth Management, LLC | 204,454 | $4,880,000 | 2.74% |
| Signature Wealth Management Group | 199,724 | $4,767,000 | 2.32% |
| Legacy CG, LLC | 135,828 | $3,242,000 | 2.23% |
| SIGMA INVESTMENT COUNSELORS INC | 1,063,292 | $25,381,000 | 2.07% |
| Peloton Wealth Strategists | 171,700 | $4,098,000 | 2.00% |
| Camelot Portfolios, LLC | 135,150 | $3,226,000 | 1.94% |
| Matthew Goff Investment Advisor, LLC | 295,319 | $7,049,000 | 1.90% |
| Sound View Wealth Advisors Group, LLC | 378,553 | $9,036,000 | 1.89% |