ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 72 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,411,431 | -55.3% | 104,212 | -54.6% | 0.11% | -9.2% |
| Q2 2023 | $5,399,560 | +50.7% | 229,484 | +51.0% | 0.12% | -23.7% |
| Q1 2023 | $3,582,920 | +123406.4% | 151,952 | +24.3% | 0.16% | +100.0% |
| Q4 2022 | $2,901 | -98.6% | 122,212 | +1272.9% | 0.08% | +1460.0% |
| Q3 2022 | $210,000 | +1066.7% | 8,902 | +1066.7% | 0.01% | +400.0% |
| Q2 2022 | $18,000 | 0.0% | 763 | 0.0% | 0.00% | – |
| Q1 2022 | $18,000 | – | 763 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $207,000 | +21.8% | 8,890 | +22.9% | 0.01% | +85.7% |
| Q3 2018 | $170,000 | +104.8% | 7,234 | +106.7% | 0.01% | +133.3% |
| Q2 2018 | $83,000 | – | 3,500 | – | 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% |