ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 86 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $507,638 | -1.3% | 21,938 | +0.2% | 0.00% | 0.0% |
| Q2 2023 | $514,185 | -6.8% | 21,899 | -5.5% | 0.00% | -33.3% |
| Q1 2023 | $551,732 | +9.6% | 23,163 | +7.5% | 0.01% | 0.0% |
| Q4 2022 | $503,343 | +1577.8% | 21,538 | +1556.8% | 0.01% | – |
| Q3 2022 | $30,000 | -3.2% | 1,300 | 0.0% | 0.00% | – |
| Q2 2022 | $31,000 | -3.1% | 1,300 | 0.0% | 0.00% | – |
| Q1 2022 | $32,000 | -8.6% | 1,300 | 0.0% | 0.00% | – |
| Q4 2021 | $35,000 | 0.0% | 1,300 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $35,000 | 0.0% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $35,000 | 0.0% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $35,000 | -2.8% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $36,000 | – | 1,300 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 299,998 | $7,011 | 4.35% |
| Aptus Capital Advisors, LLC | 5,289,617 | $123,618,349 | 3.80% |
| 4Thought Financial Group Inc. | 151,803 | $3,548,000 | 3.20% |
| Foundation Wealth Management, LLC | 129,665 | $3,030,328 | 3.08% |
| Signature Wealth Management Group | 232,858 | $5,441,902 | 2.66% |
| Robbins Farley | 145,333 | $3,396,432 | 2.63% |
| RVW Wealth, LLC | 748,215 | $17,485,785 | 2.23% |
| Peloton Wealth Strategists | 197,900 | $4,625 | 2.23% |
| Gateway Advisory, LLC | 355,299 | $8,303 | 2.13% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2,263,966 | $52,908,876 | 2.01% |