ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 130 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,498,775 | +27.2% | 231,722 | +27.6% | 0.01% | +20.0% |
| Q1 2024 | $4,322,209 | +17.3% | 181,605 | +18.0% | 0.01% | -28.6% |
| Q4 2023 | $3,683,654 | +151.2% | 153,935 | +142.9% | 0.01% | +250.0% |
| Q3 2023 | $1,466,474 | +20.3% | 63,374 | +22.1% | 0.00% | 0.0% |
| Q2 2023 | $1,218,870 | +4.8% | 51,911 | +6.4% | 0.00% | 0.0% |
| Q1 2023 | $1,162,511 | +27.4% | 48,804 | +25.0% | 0.00% | +100.0% |
| Q4 2022 | $912,505 | +5.2% | 39,046 | +3.5% | 0.00% | 0.0% |
| Q3 2022 | $867,000 | +135.6% | 37,716 | +144.9% | 0.00% | 0.0% |
| Q2 2022 | $368,000 | – | 15,403 | – | 0.00% | – |
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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% |