ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 86 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,632 | -0.7% | 416,238 | +0.8% | 0.04% | +5.9% |
| Q2 2023 | $9,697 | -19.5% | 412,994 | -18.3% | 0.03% | -30.6% |
| Q1 2023 | $12,042 | +15.2% | 505,545 | +13.0% | 0.05% | +19.5% |
| Q4 2022 | $10,455 | -99.9% | 447,369 | +10.7% | 0.04% | +2.5% |
| Q3 2022 | $9,298,000 | +11.7% | 404,261 | +15.1% | 0.04% | +5.3% |
| Q2 2022 | $8,321,000 | -3.6% | 351,078 | +1.4% | 0.04% | +2.7% |
| Q1 2022 | $8,631,000 | +33.8% | 346,066 | +42.5% | 0.04% | +48.0% |
| Q4 2021 | $6,450,000 | +15.8% | 242,844 | +17.7% | 0.02% | +4.2% |
| Q3 2021 | $5,568,000 | +14.3% | 206,361 | +14.5% | 0.02% | +14.3% |
| Q2 2021 | $4,873,000 | +12.5% | 180,150 | +11.1% | 0.02% | 0.0% |
| Q1 2021 | $4,331,000 | +3.5% | 162,102 | +6.8% | 0.02% | +5.0% |
| Q4 2020 | $4,186,000 | +9.6% | 151,838 | +7.9% | 0.02% | -9.1% |
| Q3 2020 | $3,820,000 | +11.2% | 140,741 | +10.5% | 0.02% | 0.0% |
| Q2 2020 | $3,434,000 | +44.0% | 127,382 | +30.9% | 0.02% | +15.8% |
| Q1 2020 | $2,384,000 | +11.5% | 97,279 | +18.3% | 0.02% | +35.7% |
| Q4 2019 | $2,138,000 | +2.8% | 82,197 | +2.5% | 0.01% | -6.7% |
| Q3 2019 | $2,079,000 | +3.1% | 80,219 | +1.4% | 0.02% | 0.0% |
| Q2 2019 | $2,017,000 | +10.8% | 79,133 | +6.6% | 0.02% | 0.0% |
| Q1 2019 | $1,820,000 | – | 74,212 | – | 0.02% | – |
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% |