ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 110 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,177,253 | +17.5% | 1,433,762 | +19.2% | 0.01% | +10.0% |
| Q2 2023 | $28,240,640 | -3.0% | 1,202,753 | -1.6% | 0.01% | -9.1% |
| Q1 2023 | $29,126,953 | +58.0% | 1,222,794 | +55.0% | 0.01% | +57.1% |
| Q4 2022 | $18,435,612 | +183.3% | 788,858 | +178.9% | 0.01% | +133.3% |
| Q3 2022 | $6,507,000 | +29.7% | 282,878 | +34.6% | 0.00% | +50.0% |
| Q2 2022 | $5,016,000 | +0.2% | 210,123 | +4.7% | 0.00% | 0.0% |
| Q1 2022 | $5,005,000 | +32.3% | 200,699 | +40.9% | 0.00% | +100.0% |
| Q4 2021 | $3,783,000 | +0.4% | 142,417 | +1.9% | 0.00% | 0.0% |
| Q3 2021 | $3,769,000 | +6.0% | 139,701 | +6.3% | 0.00% | 0.0% |
| Q2 2021 | $3,557,000 | -3.3% | 131,479 | -4.5% | 0.00% | 0.0% |
| Q1 2021 | $3,680,000 | -47.3% | 137,721 | -45.6% | 0.00% | -50.0% |
| Q4 2020 | $6,977,000 | +7.6% | 253,064 | +5.9% | 0.00% | 0.0% |
| Q3 2020 | $6,484,000 | +4.4% | 238,900 | +3.8% | 0.00% | -33.3% |
| Q2 2020 | $6,208,000 | +15.9% | 230,252 | +5.3% | 0.00% | 0.0% |
| Q1 2020 | $5,358,000 | -14.6% | 218,607 | -9.4% | 0.00% | +50.0% |
| Q4 2019 | $6,276,000 | +91.3% | 241,304 | +90.7% | 0.00% | +100.0% |
| Q3 2019 | $3,281,000 | +5.8% | 126,567 | +4.1% | 0.00% | 0.0% |
| Q2 2019 | $3,100,000 | +23.2% | 121,626 | +18.6% | 0.00% | 0.0% |
| Q1 2019 | $2,516,000 | +128.3% | 102,578 | +117.9% | 0.00% | – |
| Q4 2018 | $1,102,000 | +25.8% | 47,086 | +26.6% | 0.00% | – |
| Q3 2018 | $876,000 | +44.1% | 37,181 | +44.3% | 0.00% | – |
| Q2 2018 | $608,000 | +13.0% | 25,771 | +15.3% | 0.00% | – |
| Q1 2018 | $538,000 | +136.0% | 22,346 | +144.5% | 0.00% | – |
| Q4 2017 | $228,000 | +660.0% | 9,138 | +646.0% | 0.00% | – |
| Q3 2017 | $30,000 | – | 1,225 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 299,998 | $7,011 | 4.35% |
| Aptus Capital Advisors, LLC | 5,289,617 | $123,618,349 | 3.80% |
| 4Thought Financial Group Inc. | 151,803 | $3,548,000 | 3.20% |
| Foundation Wealth Management, LLC | 129,665 | $3,030,328 | 3.08% |
| Signature Wealth Management Group | 232,858 | $5,441,902 | 2.66% |
| Robbins Farley | 145,333 | $3,396,432 | 2.63% |
| RVW Wealth, LLC | 748,215 | $17,485,785 | 2.23% |
| Peloton Wealth Strategists | 197,900 | $4,625 | 2.23% |
| Gateway Advisory, LLC | 355,299 | $8,303 | 2.13% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2,263,966 | $52,908,876 | 2.01% |