ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 119 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 329,654 | $7,852,348 | 4.99% |
| Keeler Thomas Management LLC | 290,943 | $6,930,263 | 3.26% |
| 4Thought Financial Group Inc. | 154,126 | $3,671,291 | 3.04% |
| Foundation Wealth Management, LLC | 121,949 | $2,904,885 | 2.99% |
| Aptus Capital Advisors, LLC | 4,300,429 | $102,436,219 | 2.75% |
| Signature Wealth Management Group | 243,182 | $5,792,601 | 2.75% |
| Platte River Wealth Advisors, LLC | 281,033 | $6,694,206 | 2.57% |
| Robbins Farley | 147,870 | $3,522,264 | 2.35% |
| Peloton Wealth Strategists | 211,175 | $5,030 | 2.30% |
| RVW Wealth, LLC | 753,217 | $17,941,629 | 2.22% |