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 | $280 | +21.7% | 12,114 | +23.9% | 0.06% | +23.9% |
| Q2 2023 | $230 | -1.3% | 9,779 | 0.0% | 0.05% | -4.2% |
| Q1 2023 | $233 | +1.7% | 9,779 | 0.0% | 0.05% | -2.0% |
| Q4 2022 | $229 | -99.9% | 9,779 | 0.0% | 0.05% | -10.9% |
| Q3 2022 | $225,000 | -3.4% | 9,779 | 0.0% | 0.06% | +3.8% |
| Q2 2022 | $233,000 | -4.5% | 9,779 | 0.0% | 0.05% | +15.2% |
| Q1 2022 | $244,000 | -6.2% | 9,779 | 0.0% | 0.05% | -6.1% |
| Q4 2021 | $260,000 | -1.5% | 9,779 | 0.0% | 0.05% | -9.3% |
| Q3 2021 | $264,000 | -0.4% | 9,779 | 0.0% | 0.05% | -10.0% |
| Q2 2021 | $265,000 | +1.5% | 9,779 | 0.0% | 0.06% | -4.8% |
| Q1 2021 | $261,000 | -3.3% | 9,779 | 0.0% | 0.06% | -10.0% |
| Q4 2020 | $270,000 | +1.9% | 9,779 | 0.0% | 0.07% | -10.3% |
| Q3 2020 | $265,000 | +0.4% | 9,779 | 0.0% | 0.08% | -1.3% |
| Q2 2020 | $264,000 | +371.4% | 9,779 | +327.8% | 0.08% | +338.9% |
| Q1 2020 | $56,000 | +43.6% | 2,286 | +53.9% | 0.02% | +63.6% |
| Q4 2019 | $39,000 | – | 1,485 | – | 0.01% | – |
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% |