ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 184 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,097 | +1.9% | 214 | 0.0% | 0.00% | – |
| Q4 2022 | $5,001 | -44.4% | 214 | -39.0% | 0.00% | – |
| Q2 2021 | $9,000 | -10.0% | 351 | 0.0% | 0.00% | – |
| Q4 2020 | $10,000 | -85.3% | 351 | -85.9% | 0.00% | -100.0% |
| Q3 2020 | $68,000 | +11.5% | 2,481 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $61,000 | -6.2% | 2,481 | -1.8% | 0.00% | +33.3% |
| Q4 2019 | $65,000 | +550.0% | 2,526 | +537.9% | 0.00% | +200.0% |
| Q3 2019 | $10,000 | 0.0% | 396 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | +25.0% | 396 | +27.3% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +100.0% | 311 | +69.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 184 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 184 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | – | 184 | – | 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% |