ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 184 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,343,000 | +10.1% | 706,195 | +11.7% | 0.03% | +6.9% |
| Q2 2023 | $14,846,000 | +14.4% | 632,086 | +16.1% | 0.03% | +3.6% |
| Q1 2023 | $12,973,000 | +4.7% | 544,661 | +2.7% | 0.03% | 0.0% |
| Q4 2022 | $12,390,000 | +4.2% | 530,408 | +2.7% | 0.03% | -12.5% |
| Q3 2022 | $11,886,000 | +74.1% | 516,487 | +80.4% | 0.03% | +77.8% |
| Q2 2022 | $6,828,000 | -42.8% | 286,229 | -40.1% | 0.02% | -33.3% |
| Q1 2022 | $11,933,000 | -4.1% | 478,217 | +2.2% | 0.03% | 0.0% |
| Q4 2021 | $12,439,000 | +1.9% | 468,096 | +3.4% | 0.03% | -18.2% |
| Q3 2021 | $12,207,000 | +23.9% | 452,726 | +24.3% | 0.03% | +13.8% |
| Q2 2021 | $9,850,000 | – | 364,192 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 299,998 | $7,011 | 4.35% |
| Aptus Capital Advisors, LLC | 5,289,617 | $123,618,349 | 3.80% |
| 4Thought Financial Group Inc. | 151,803 | $3,548,000 | 3.20% |
| Foundation Wealth Management, LLC | 129,665 | $3,030,328 | 3.08% |
| Signature Wealth Management Group | 232,858 | $5,441,902 | 2.66% |
| Robbins Farley | 145,333 | $3,396,432 | 2.63% |
| RVW Wealth, LLC | 748,215 | $17,485,785 | 2.23% |
| Peloton Wealth Strategists | 197,900 | $4,625 | 2.23% |
| Gateway Advisory, LLC | 355,299 | $8,303 | 2.13% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2,263,966 | $52,908,876 | 2.01% |