ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 86 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |