ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 72 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,175,458 | -3.2% | 180,443 | -1.8% | 0.06% | +3.2% |
| Q2 2023 | $4,315,396 | -1.8% | 183,790 | -0.3% | 0.06% | -3.1% |
| Q1 2023 | $4,392,581 | +104560.0% | 184,407 | +2.7% | 0.06% | +3.2% |
| Q4 2022 | $4,197 | -100.0% | 179,582 | -59.4% | 0.06% | -62.9% |
| Q3 2022 | $10,171,000 | -4.0% | 442,217 | -0.4% | 0.17% | +3.0% |
| Q2 2022 | $10,594,000 | -5.4% | 443,800 | -1.2% | 0.16% | +5.1% |
| Q1 2022 | $11,201,000 | -3.0% | 449,116 | +3.3% | 0.16% | +2.6% |
| Q4 2021 | $11,545,000 | -0.2% | 434,689 | +1.4% | 0.15% | -5.6% |
| Q3 2021 | $11,563,000 | +0.3% | 428,566 | +0.6% | 0.16% | +5.9% |
| Q2 2021 | $11,528,000 | +3.5% | 426,181 | +2.3% | 0.15% | -1.9% |
| Q1 2021 | $11,134,000 | -0.8% | 416,705 | +2.3% | 0.16% | -6.6% |
| Q4 2020 | $11,225,000 | +1.2% | 407,156 | -0.4% | 0.17% | -7.2% |
| Q3 2020 | $11,089,000 | +2.5% | 408,600 | +1.8% | 0.18% | -0.6% |
| Q2 2020 | $10,816,000 | +11.4% | 401,181 | +1.3% | 0.18% | -1.6% |
| Q1 2020 | $9,707,000 | -16.8% | 396,060 | -13.5% | 0.18% | -1.6% |
| Q4 2019 | $11,666,000 | -3.5% | 457,652 | -1.8% | 0.19% | -0.5% |
| Q3 2019 | $12,084,000 | +3.6% | 466,204 | +1.9% | 0.19% | +0.5% |
| Q2 2019 | $11,666,000 | +3.8% | 457,652 | -0.1% | 0.19% | -1.6% |
| Q1 2019 | $11,236,000 | +36.4% | 458,037 | +30.0% | 0.19% | +22.6% |
| Q4 2018 | $8,239,000 | -1.3% | 352,243 | -0.6% | 0.16% | +9.2% |
| Q3 2018 | $8,350,000 | +228.4% | 354,430 | +229.1% | 0.14% | +215.6% |
| Q2 2018 | $2,543,000 | +1.0% | 107,699 | +3.0% | 0.04% | -4.3% |
| Q1 2018 | $2,518,000 | – | 104,599 | – | 0.05% | – |
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% |