ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 98 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,885 | -1.5% | 989 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $23,222 | -1.4% | 989 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $23,558 | +1.9% | 989 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $23,113 | +0.5% | 989 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $23,000 | -4.2% | 989 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -4.0% | 989 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -54.5% | 989 | -51.9% | 0.00% | -33.3% |
| Q4 2021 | $55,000 | -32.1% | 2,054 | -31.4% | 0.00% | -40.0% |
| Q3 2021 | $81,000 | 0.0% | 2,995 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $81,000 | +1.2% | 2,995 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $80,000 | -3.6% | 2,995 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $83,000 | – | 2,995 | – | 0.01% | – |
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% |