ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 219 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,238,128 | -0.7% | 96,721 | +0.8% | 0.02% | 0.0% |
| Q2 2023 | $2,253,850 | +18.6% | 95,963 | +20.3% | 0.02% | +11.1% |
| Q1 2023 | $1,899,815 | +145034.8% | 79,757 | +42.4% | 0.02% | – |
| Q4 2022 | $1,309 | -99.7% | 56,026 | +214.6% | 0.00% | -100.0% |
| Q1 2021 | $476,000 | -9.3% | 17,806 | -6.4% | 0.01% | 0.0% |
| Q4 2020 | $525,000 | +13.4% | 19,028 | +11.7% | 0.01% | -16.7% |
| Q3 2020 | $463,000 | +68.4% | 17,042 | +67.2% | 0.01% | +50.0% |
| Q2 2020 | $275,000 | – | 10,190 | – | 0.00% | – |
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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% |