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 | $33,029,457 | +1.6% | 1,427,375 | +3.1% | 0.06% | +5.3% |
| Q2 2023 | $32,513,611 | +2.7% | 1,384,736 | +4.2% | 0.06% | -5.0% |
| Q1 2023 | $31,652,779 | +54.7% | 1,328,832 | +51.8% | 0.06% | +46.3% |
| Q4 2022 | $20,461,835 | +142.2% | 875,561 | +138.4% | 0.04% | +115.8% |
| Q3 2022 | $8,448,000 | +43.2% | 367,318 | +48.6% | 0.02% | +46.2% |
| Q2 2022 | $5,901,000 | +39.1% | 247,224 | +45.3% | 0.01% | +62.5% |
| Q1 2022 | $4,242,000 | -7.6% | 170,106 | -1.6% | 0.01% | -11.1% |
| Q4 2021 | $4,593,000 | +8.9% | 172,918 | +10.7% | 0.01% | 0.0% |
| Q3 2021 | $4,216,000 | +10.5% | 156,264 | +10.8% | 0.01% | +12.5% |
| Q2 2021 | $3,815,000 | +15.2% | 141,021 | +13.8% | 0.01% | +14.3% |
| Q1 2021 | $3,313,000 | +35.9% | 123,973 | +40.3% | 0.01% | +16.7% |
| Q4 2020 | $2,437,000 | +18.6% | 88,394 | +16.8% | 0.01% | 0.0% |
| Q3 2020 | $2,055,000 | -0.7% | 75,703 | -1.4% | 0.01% | -14.3% |
| Q2 2020 | $2,070,000 | +16.2% | 76,771 | +5.6% | 0.01% | -12.5% |
| Q1 2020 | $1,782,000 | +19.0% | 72,699 | +26.3% | 0.01% | +60.0% |
| Q4 2019 | $1,497,000 | +13.2% | 57,549 | +12.8% | 0.01% | 0.0% |
| Q3 2019 | $1,322,000 | +19.1% | 51,005 | +17.1% | 0.01% | +25.0% |
| Q2 2019 | $1,110,000 | +45.5% | 43,566 | +40.1% | 0.00% | +33.3% |
| Q1 2019 | $763,000 | +88.9% | 31,089 | +79.9% | 0.00% | +50.0% |
| Q4 2018 | $404,000 | – | 17,282 | – | 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% |