ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 219 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $547,417 | +82.4% | 23,657 | +85.1% | 0.02% | +88.9% |
| Q2 2023 | $300,043 | -1.2% | 12,779 | +0.3% | 0.01% | -10.0% |
| Q1 2023 | $303,561 | +2.1% | 12,744 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $297,299 | +11.3% | 12,721 | +9.6% | 0.01% | -9.1% |
| Q3 2022 | $267,000 | -21.0% | 11,610 | -18.0% | 0.01% | -21.4% |
| Q2 2022 | $338,000 | -4.0% | 14,154 | +0.3% | 0.01% | -6.7% |
| Q1 2022 | $352,000 | -5.9% | 14,118 | +0.2% | 0.02% | -6.2% |
| Q4 2021 | $374,000 | -1.3% | 14,095 | +0.3% | 0.02% | -5.9% |
| Q3 2021 | $379,000 | 0.0% | 14,053 | +0.2% | 0.02% | -5.6% |
| Q2 2021 | $379,000 | +34.9% | 14,021 | +33.5% | 0.02% | +28.6% |
| Q1 2021 | $281,000 | +27.1% | 10,500 | +31.2% | 0.01% | +27.3% |
| Q4 2020 | $221,000 | +1.8% | 8,000 | 0.0% | 0.01% | -15.4% |
| Q3 2020 | $217,000 | +0.5% | 8,000 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $216,000 | +3.8% | 8,000 | 0.0% | 0.01% | -6.7% |
| Q4 2019 | $208,000 | +0.5% | 8,000 | 0.0% | 0.02% | -11.8% |
| Q3 2019 | $207,000 | – | 8,000 | – | 0.02% | – |
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% |