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 | 329,654 | $7,852,348 | 4.99% |
| Keeler Thomas Management LLC | 290,943 | $6,930,263 | 3.26% |
| 4Thought Financial Group Inc. | 154,126 | $3,671,291 | 3.04% |
| Foundation Wealth Management, LLC | 121,949 | $2,904,885 | 2.99% |
| Aptus Capital Advisors, LLC | 4,300,429 | $102,436,219 | 2.75% |
| Signature Wealth Management Group | 243,182 | $5,792,601 | 2.75% |
| Platte River Wealth Advisors, LLC | 281,033 | $6,694,206 | 2.57% |
| Robbins Farley | 147,870 | $3,522,264 | 2.35% |
| Peloton Wealth Strategists | 211,175 | $5,030 | 2.30% |
| RVW Wealth, LLC | 753,217 | $17,941,629 | 2.22% |