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 | $457,862 | -1.4% | 19,787 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $464,590 | -4.8% | 19,787 | -3.4% | 0.09% | -13.1% |
| Q1 2023 | $487,959 | +0.6% | 20,485 | -1.3% | 0.10% | -6.6% |
| Q4 2022 | $484,863 | -0.8% | 20,747 | -2.4% | 0.11% | -6.2% |
| Q3 2022 | $489,000 | -3.6% | 21,247 | 0.0% | 0.11% | +1.8% |
| Q2 2022 | $507,000 | -7.8% | 21,247 | -3.7% | 0.11% | +7.8% |
| Q1 2022 | $550,000 | -11.6% | 22,062 | -5.8% | 0.10% | -8.8% |
| Q4 2021 | $622,000 | -3.0% | 23,427 | -1.4% | 0.11% | -8.9% |
| Q3 2021 | $641,000 | -2.4% | 23,753 | -2.2% | 0.12% | -1.6% |
| Q2 2021 | $657,000 | +0.3% | 24,298 | -0.9% | 0.13% | -7.4% |
| Q1 2021 | $655,000 | -0.9% | 24,525 | +2.4% | 0.14% | -7.5% |
| Q4 2020 | $661,000 | +1.1% | 23,960 | -0.5% | 0.15% | -10.9% |
| Q3 2020 | $654,000 | +2.8% | 24,085 | +2.1% | 0.16% | -6.2% |
| Q2 2020 | $636,000 | +9.5% | 23,590 | -0.4% | 0.18% | -6.9% |
| Q1 2020 | $581,000 | -7.9% | 23,688 | -2.3% | 0.19% | +16.7% |
| Q4 2019 | $631,000 | -11.6% | 24,251 | -12.0% | 0.16% | -13.8% |
| Q3 2019 | $714,000 | +3.2% | 27,565 | +1.6% | 0.19% | +1.1% |
| Q2 2019 | $692,000 | -1.3% | 27,131 | -5.1% | 0.19% | -5.6% |
| Q1 2019 | $701,000 | -6.7% | 28,591 | -11.0% | 0.20% | -19.3% |
| Q4 2018 | $751,000 | -2.7% | 32,122 | -2.0% | 0.24% | +8.9% |
| Q3 2018 | $772,000 | +8.7% | 32,780 | +9.1% | 0.22% | +6.2% |
| Q2 2018 | $710,000 | +11.3% | 30,055 | +13.4% | 0.21% | +5.5% |
| Q1 2018 | $638,000 | +34.9% | 26,505 | +39.8% | 0.20% | +34.2% |
| Q4 2017 | $473,000 | – | 18,965 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,042,513 | $23,978,000 | 5.94% |
| PFG Private Wealth Management, LLC | 289,107 | $6,649,000 | 4.37% |
| Aptus Capital Advisors, LLC | 6,309,515 | $145,119,000 | 3.49% |
| 4Thought Financial Group Inc. | 151,758 | $3,490,000 | 3.43% |
| Signature Wealth Management Group | 216,552 | $4,981,000 | 2.53% |
| Peloton Wealth Strategists | 180,700 | $4,156,000 | 2.16% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2,187,499 | $50,312,000 | 2.16% |
| TLWM | 131,928 | $4,600,000 | 2.02% |
| Sound View Wealth Advisors Group, LLC | 389,632 | $8,962,000 | 2.01% |
| SIGMA INVESTMENT COUNSELORS INC | 999,503 | $22,989,000 | 1.96% |