ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 119 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,439,427 | +80.1% | 191,851 | +82.7% | 0.00% | 0.0% |
| Q2 2023 | $2,465,145 | +5.7% | 104,989 | +7.2% | 0.00% | 0.0% |
| Q1 2023 | $2,331,892 | +4.6% | 97,897 | +2.6% | 0.00% | 0.0% |
| Q4 2022 | $2,229,093 | +4.6% | 95,383 | +2.9% | 0.00% | 0.0% |
| Q3 2022 | $2,132,000 | +1.6% | 92,674 | +5.5% | 0.00% | – |
| Q2 2022 | $2,098,000 | -1.4% | 87,881 | +3.0% | 0.00% | – |
| Q1 2022 | $2,128,000 | +10.1% | 85,329 | +17.3% | 0.00% | – |
| Q4 2021 | $1,933,000 | +4.4% | 72,770 | +6.0% | 0.00% | – |
| Q3 2021 | $1,851,000 | +1.0% | 68,624 | +1.3% | 0.00% | – |
| Q2 2021 | $1,833,000 | +8.5% | 67,758 | +7.2% | 0.00% | – |
| Q1 2021 | $1,689,000 | +11.9% | 63,194 | +15.4% | 0.00% | – |
| Q4 2020 | $1,510,000 | +4.7% | 54,779 | +3.1% | 0.00% | – |
| Q3 2020 | $1,442,000 | +13.5% | 53,141 | +12.8% | 0.00% | – |
| Q2 2020 | $1,270,000 | +21.2% | 47,121 | +10.2% | 0.00% | – |
| Q1 2020 | $1,048,000 | -53.4% | 42,743 | -50.5% | 0.00% | -100.0% |
| Q4 2019 | $2,247,000 | +15.5% | 86,385 | +15.1% | 0.00% | 0.0% |
| Q3 2019 | $1,945,000 | +249.2% | 75,045 | +243.3% | 0.00% | – |
| Q2 2019 | $557,000 | +121.9% | 21,863 | +114.4% | 0.00% | – |
| Q1 2019 | $251,000 | – | 10,195 | – | 0.00% | – |
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% |