PRIVATE TRUST CO NA - ISHARES TR ownership

ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$25,986
-1.4%
1,1230.0%0.00%0.0%
Q2 2023$26,368
-1.4%
1,1230.0%0.00%
-25.0%
Q1 2023$26,750
+102784.6%
1,1230.0%0.00%0.0%
Q4 2022$26
-99.9%
1,123
-0.5%
0.00%0.0%
Q3 2022$26,000
-7.1%
1,129
-2.7%
0.00%0.0%
Q2 2022$28,0001,1600.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 299,998$7,0114.35%
Aptus Capital Advisors, LLC 5,289,617$123,618,3493.80%
4Thought Financial Group Inc. 151,803$3,548,0003.20%
Foundation Wealth Management, LLC 129,665$3,030,3283.08%
Signature Wealth Management Group 232,858$5,441,9022.66%
Robbins Farley 145,333$3,396,4322.63%
RVW Wealth, LLC 748,215$17,485,7852.23%
Peloton Wealth Strategists 197,900$4,6252.23%
Gateway Advisory, LLC 355,299$8,3032.13%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2,263,966$52,908,8762.01%
View complete list of ISHARES TR shareholders