ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 314 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,279 | +26.3% | 96,048 | +26.7% | 0.01% | +14.3% |
| Q1 2024 | $1,804 | +6.1% | 75,814 | +6.7% | 0.01% | 0.0% |
| Q4 2023 | $1,700 | -5.8% | 71,037 | -8.9% | 0.01% | -12.5% |
| Q3 2023 | $1,804 | -45.6% | 77,974 | -44.8% | 0.01% | -46.7% |
| Q2 2023 | $3,318 | +6.5% | 141,296 | +8.0% | 0.02% | 0.0% |
| Q1 2023 | $3,116 | +37.8% | 130,821 | +35.2% | 0.02% | +25.0% |
| Q4 2022 | $2,261 | -99.8% | 96,764 | +69.8% | 0.01% | +71.4% |
| Q3 2022 | $1,311,000 | +191.3% | 57,003 | +242.7% | 0.01% | +250.0% |
| Q2 2021 | $450,000 | -0.2% | 16,635 | -1.3% | 0.00% | 0.0% |
| Q1 2021 | $451,000 | +13.0% | 16,861 | +16.5% | 0.00% | 0.0% |
| Q4 2020 | $399,000 | +13.7% | 14,477 | +12.0% | 0.00% | 0.0% |
| Q3 2020 | $351,000 | -16.8% | 12,925 | -17.4% | 0.00% | -33.3% |
| Q2 2020 | $422,000 | +8.2% | 15,643 | -1.7% | 0.00% | -25.0% |
| Q1 2020 | $390,000 | +18.9% | 15,921 | +26.2% | 0.00% | +33.3% |
| Q4 2019 | $328,000 | +19.7% | 12,618 | +19.3% | 0.00% | +50.0% |
| Q3 2019 | $274,000 | – | 10,580 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 6,879,588 | $164,216,000 | 4.27% |
| 4Thought Financial Group Inc. | 154,844 | $3,696,000 | 3.47% |
| PFG Private Wealth Management, LLC | 204,454 | $4,880,000 | 2.74% |
| Signature Wealth Management Group | 199,724 | $4,767,000 | 2.32% |
| Legacy CG, LLC | 135,828 | $3,242,000 | 2.23% |
| SIGMA INVESTMENT COUNSELORS INC | 1,063,292 | $25,381,000 | 2.07% |
| Peloton Wealth Strategists | 171,700 | $4,098,000 | 2.00% |
| Camelot Portfolios, LLC | 135,150 | $3,226,000 | 1.94% |
| Matthew Goff Investment Advisor, LLC | 295,319 | $7,049,000 | 1.90% |
| Sound View Wealth Advisors Group, LLC | 378,553 | $9,036,000 | 1.89% |