ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 104 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $718,099 | -5.5% | 31,032 | -4.1% | 0.26% | -0.8% |
| Q2 2023 | $759,768 | -4.3% | 32,358 | -2.9% | 0.26% | -7.4% |
| Q1 2023 | $793,549 | -7.2% | 33,314 | -9.0% | 0.28% | -12.7% |
| Q4 2022 | $855,435 | +20.7% | 36,604 | +18.6% | 0.32% | +15.3% |
| Q3 2022 | $709,000 | -2.6% | 30,855 | +1.1% | 0.28% | +16.6% |
| Q2 2022 | $728,000 | -7.3% | 30,505 | -3.1% | 0.24% | +1.3% |
| Q1 2022 | $785,000 | -15.9% | 31,495 | -10.4% | 0.24% | -14.4% |
| Q4 2021 | $933,000 | -9.1% | 35,135 | -7.7% | 0.28% | -14.5% |
| Q3 2021 | $1,026,000 | +19.6% | 38,060 | +19.9% | 0.32% | +16.9% |
| Q2 2021 | $858,000 | +3.5% | 31,755 | +2.3% | 0.28% | -12.9% |
| Q1 2021 | $829,000 | -14.4% | 31,030 | -11.7% | 0.32% | -25.8% |
| Q4 2020 | $968,000 | -13.2% | 35,135 | -14.5% | 0.43% | -29.9% |
| Q3 2020 | $1,115,000 | -11.1% | 41,090 | -11.7% | 0.61% | -22.0% |
| Q2 2020 | $1,254,000 | +5.5% | 46,540 | -4.1% | 0.79% | -9.4% |
| Q1 2020 | $1,189,000 | -4.2% | 48,545 | +1.7% | 0.87% | +16.5% |
| Q4 2019 | $1,241,000 | -1.2% | 47,750 | -1.5% | 0.74% | -7.3% |
| Q3 2019 | $1,256,000 | +353.4% | 48,490 | +345.7% | 0.80% | +349.2% |
| Q2 2019 | $277,000 | +89.7% | 10,880 | +82.7% | 0.18% | +82.7% |
| Q1 2019 | $146,000 | – | 5,955 | – | 0.10% | – |
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% |