ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $48,786,402 | +7.1% | 2,038,713 | +3.6% | 1.22% | -2.9% |
Q3 2023 | $45,533,840 | +7.3% | 1,967,755 | +8.9% | 1.26% | -2.6% |
Q2 2023 | $42,441,480 | +11.3% | 1,807,559 | +12.9% | 1.29% | +15.0% |
Q1 2023 | $38,147,063 | +117329.8% | 1,601,472 | +15.2% | 1.12% | +14.4% |
Q4 2022 | $32,485 | -99.9% | 1,390,032 | +12.4% | 0.98% | +0.9% |
Q3 2022 | $28,436,000 | +8.1% | 1,236,329 | +12.2% | 0.97% | +11.7% |
Q2 2022 | $26,299,000 | +7.1% | 1,101,766 | +11.9% | 0.87% | +16.3% |
Q1 2022 | $24,559,000 | +13.3% | 984,712 | +20.7% | 0.75% | +13.3% |
Q4 2021 | $21,676,000 | +9.5% | 816,114 | +11.2% | 0.66% | -0.6% |
Q3 2021 | $19,800,000 | +14.0% | 733,869 | +14.3% | 0.67% | +11.2% |
Q2 2021 | $17,370,000 | +23.8% | 642,136 | +22.3% | 0.60% | +13.2% |
Q1 2021 | $14,035,000 | +14.5% | 525,245 | +18.1% | 0.53% | +3.1% |
Q4 2020 | $12,262,000 | +19.3% | 444,754 | +17.4% | 0.51% | +4.5% |
Q3 2020 | $10,278,000 | +37.8% | 378,685 | +36.9% | 0.49% | +26.9% |
Q2 2020 | $7,458,000 | +76.0% | 276,614 | +60.0% | 0.39% | +43.3% |
Q1 2020 | $4,237,000 | +77.4% | 172,877 | +88.2% | 0.27% | +134.8% |
Q4 2019 | $2,389,000 | – | 91,849 | – | 0.12% | – |
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% |