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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456,861 | -6.6% | 19,743 | -5.2% | 0.12% | -4.1% |
| Q2 2023 | $488,915 | -1.6% | 20,823 | -0.2% | 0.12% | -7.6% |
| Q1 2023 | $497,027 | +1.8% | 20,866 | -0.1% | 0.13% | -5.0% |
| Q4 2022 | $488,288 | +1.7% | 20,894 | +0.1% | 0.14% | -4.8% |
| Q3 2022 | $480,000 | +5.0% | 20,875 | +8.9% | 0.15% | +9.8% |
| Q2 2022 | $457,000 | -4.4% | 19,164 | +0.1% | 0.13% | +4.7% |
| Q1 2022 | $478,000 | +3.0% | 19,154 | +9.6% | 0.13% | +5.8% |
| Q4 2021 | $464,000 | -32.6% | 17,470 | -31.5% | 0.12% | -38.1% |
| Q3 2021 | $688,000 | – | 25,518 | – | 0.19% | – |
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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% |