ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 48 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,751,457 | +1.3% | 73,808 | +1.6% | 0.02% | +7.1% |
| Q1 2024 | $1,729,339 | -0.4% | 72,661 | +0.1% | 0.01% | 0.0% |
| Q4 2023 | $1,737,018 | -1.1% | 72,587 | -4.4% | 0.01% | +16.7% |
| Q3 2023 | $1,756,594 | -4.8% | 75,912 | -3.4% | 0.01% | +20.0% |
| Q2 2023 | $1,845,120 | +4.1% | 78,583 | +5.6% | 0.01% | 0.0% |
| Q1 2023 | $1,772,927 | -4.0% | 74,430 | -5.8% | 0.01% | 0.0% |
| Q4 2022 | $1,845,842 | +6.3% | 78,983 | +4.6% | 0.01% | 0.0% |
| Q3 2022 | $1,736,000 | +1.5% | 75,480 | +5.4% | 0.01% | +11.1% |
| Q2 2022 | $1,710,000 | -10.9% | 71,629 | -6.9% | 0.01% | 0.0% |
| Q1 2022 | $1,919,000 | -20.5% | 76,944 | -15.3% | 0.01% | -18.2% |
| Q4 2021 | $2,413,000 | -5.3% | 90,858 | -3.8% | 0.01% | -15.4% |
| Q3 2021 | $2,548,000 | -5.7% | 94,424 | -5.5% | 0.01% | -7.1% |
| Q2 2021 | $2,703,000 | -1.0% | 99,934 | -2.2% | 0.01% | -6.7% |
| Q1 2021 | $2,729,000 | -4.7% | 102,146 | -1.6% | 0.02% | -11.8% |
| Q4 2020 | $2,863,000 | +12.7% | 103,851 | +10.9% | 0.02% | 0.0% |
| Q3 2020 | $2,541,000 | -3.3% | 93,642 | -4.0% | 0.02% | -10.5% |
| Q2 2020 | $2,629,000 | -6.0% | 97,523 | -14.6% | 0.02% | -17.4% |
| Q1 2020 | $2,798,000 | -11.4% | 114,168 | -5.9% | 0.02% | +15.0% |
| Q4 2019 | $3,157,000 | -3.7% | 121,362 | -4.0% | 0.02% | -13.0% |
| Q3 2019 | $3,277,000 | -5.2% | 126,441 | -6.7% | 0.02% | 0.0% |
| Q2 2019 | $3,456,000 | +9.7% | 135,568 | +5.6% | 0.02% | +4.5% |
| Q1 2019 | $3,149,000 | -9.1% | 128,385 | -13.3% | 0.02% | -21.4% |
| Q4 2018 | $3,464,000 | -47.0% | 148,098 | -46.7% | 0.03% | -39.1% |
| Q3 2018 | $6,540,000 | -46.0% | 277,603 | -45.9% | 0.05% | -48.9% |
| Q2 2018 | $12,117,000 | -4.5% | 513,219 | -2.7% | 0.09% | -7.2% |
| Q1 2018 | $12,693,000 | -4.0% | 527,329 | -0.5% | 0.10% | -6.7% |
| Q4 2017 | $13,224,000 | – | 530,214 | – | 0.10% | – |
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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% |