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 | $1,056,918 | -2.1% | 45,675 | -0.7% | 0.00% | 0.0% |
| Q2 2023 | $1,079,868 | -3.3% | 45,991 | -1.9% | 0.00% | -20.0% |
| Q1 2023 | $1,116,299 | +2.5% | 46,864 | +0.6% | 0.01% | 0.0% |
| Q4 2022 | $1,089,113 | -70.0% | 46,603 | -70.4% | 0.01% | -76.2% |
| Q3 2022 | $3,625,000 | -4.1% | 157,612 | -0.5% | 0.02% | -12.5% |
| Q2 2022 | $3,781,000 | -0.8% | 158,407 | +3.6% | 0.02% | -4.0% |
| Q1 2022 | $3,812,000 | -4.8% | 152,855 | +1.4% | 0.02% | -7.4% |
| Q4 2021 | $4,004,000 | -1.5% | 150,764 | +0.1% | 0.03% | -20.6% |
| Q3 2021 | $4,063,000 | -3.4% | 150,593 | -3.2% | 0.03% | -12.8% |
| Q2 2021 | $4,207,000 | -19.6% | 155,531 | -20.6% | 0.04% | -31.6% |
| Q1 2021 | $5,231,000 | +2.9% | 195,781 | +6.2% | 0.06% | -14.9% |
| Q4 2020 | $5,084,000 | +24.4% | 184,397 | +22.8% | 0.07% | -1.5% |
| Q3 2020 | $4,087,000 | +3.9% | 150,201 | +3.2% | 0.07% | +4.6% |
| Q2 2020 | $3,933,000 | +1280.0% | 145,605 | +1144.0% | 0.06% | +983.3% |
| Q1 2020 | $285,000 | -8.1% | 11,705 | -1.9% | 0.01% | +20.0% |
| Q4 2019 | $310,000 | – | 11,934 | – | 0.01% | – |
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% |