ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 90 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $820 | +33.3% | 35,454 | +35.3% | 0.19% | +35.7% |
| Q2 2023 | $615 | 0.0% | 26,209 | +1.6% | 0.14% | -4.7% |
| Q1 2023 | $615 | +8.7% | 25,800 | +6.5% | 0.15% | +0.7% |
| Q4 2022 | $566 | -99.9% | 24,231 | +3.3% | 0.15% | -8.0% |
| Q3 2022 | $540,000 | +2.9% | 23,458 | +6.6% | 0.16% | +5.2% |
| Q2 2022 | $525,000 | +8.9% | 22,005 | +13.8% | 0.15% | +10.0% |
| Q1 2022 | $482,000 | +100.8% | 19,330 | +114.3% | 0.14% | +79.5% |
| Q4 2021 | $240,000 | +4.3% | 9,019 | +6.0% | 0.08% | -44.3% |
| Q3 2021 | $230,000 | +8.0% | 8,512 | +8.1% | 0.14% | -4.1% |
| Q2 2021 | $213,000 | +0.9% | 7,872 | -0.1% | 0.15% | -8.8% |
| Q1 2021 | $211,000 | 0.0% | 7,879 | +3.0% | 0.16% | -2.4% |
| Q4 2020 | $211,000 | +36.1% | 7,651 | +33.9% | 0.16% | +28.1% |
| Q3 2020 | $155,000 | +8.4% | 5,716 | +7.5% | 0.13% | +7.6% |
| Q2 2020 | $143,000 | -57.6% | 5,319 | -61.3% | 0.12% | -66.0% |
| Q1 2020 | $337,000 | +13.1% | 13,761 | +19.9% | 0.35% | -42.4% |
| Q4 2019 | $298,000 | +1.0% | 11,476 | +1.0% | 0.61% | -4.9% |
| Q3 2019 | $295,000 | +18.0% | 11,364 | +16.1% | 0.64% | +5.6% |
| Q2 2019 | $250,000 | -25.6% | 9,790 | -28.5% | 0.60% | -62.4% |
| Q1 2019 | $336,000 | – | 13,687 | – | 1.61% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 329,654 | $7,852,348 | 4.99% |
| Keeler Thomas Management LLC | 290,943 | $6,930,263 | 3.26% |
| 4Thought Financial Group Inc. | 154,126 | $3,671,291 | 3.04% |
| Foundation Wealth Management, LLC | 121,949 | $2,904,885 | 2.99% |
| Aptus Capital Advisors, LLC | 4,300,429 | $102,436,219 | 2.75% |
| Signature Wealth Management Group | 243,182 | $5,792,601 | 2.75% |
| Platte River Wealth Advisors, LLC | 281,033 | $6,694,206 | 2.57% |
| Robbins Farley | 147,870 | $3,522,264 | 2.35% |
| Peloton Wealth Strategists | 211,175 | $5,030 | 2.30% |
| RVW Wealth, LLC | 753,217 | $17,941,629 | 2.22% |