ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 95 filers reported holding ISHARES TR in Q2 2021. 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 ↓ |
|---|---|---|---|
| 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% |