ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 219 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $278,466 | +15.3% | 11,860 | +17.0% | 0.03% | +12.0% |
| Q1 2023 | $241,559 | +1.9% | 10,141 | 0.0% | 0.02% | -3.8% |
| Q4 2022 | $236,995 | +75.6% | 10,141 | +72.2% | 0.03% | +62.5% |
| Q3 2022 | $135,000 | -4.3% | 5,890 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $141,000 | -4.1% | 5,890 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $147,000 | -5.8% | 5,890 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $156,000 | -1.9% | 5,890 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $159,000 | 0.0% | 5,890 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $159,000 | +62.2% | 5,890 | +60.4% | 0.02% | +46.2% |
| Q1 2021 | $98,000 | -3.0% | 3,673 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $101,000 | +1.0% | 3,673 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $100,000 | – | 3,673 | – | 0.02% | – |
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% |