ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 98 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,520 | +677.2% | 4,344 | +700.0% | 0.00% | – |
| Q1 2023 | $12,934 | +1.9% | 543 | 0.0% | 0.00% | – |
| Q4 2022 | $12,690 | +5.8% | 543 | 0.0% | 0.00% | – |
| Q3 2022 | $12,000 | -7.7% | 543 | 0.0% | 0.00% | – |
| Q2 2022 | $13,000 | -7.1% | 543 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $14,000 | – | 543 | +1988.5% | 0.00% | – |
| Q3 2021 | $0 | – | 26 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 26 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | – | 26 | – | 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% |