ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,568,132 | +0.3% | 1,061,717 | +1.8% | 1.99% | +0.5% |
| Q2 2023 | $24,483,086 | +0.7% | 1,042,721 | +2.1% | 1.98% | -5.6% |
| Q1 2023 | $24,320,098 | +6.9% | 1,020,995 | +4.9% | 2.09% | +5.0% |
| Q4 2022 | $22,750,848 | +49.8% | 973,507 | +47.5% | 2.00% | +33.8% |
| Q3 2022 | $15,185,000 | +28.3% | 660,209 | +33.1% | 1.49% | +28.9% |
| Q2 2022 | $11,840,000 | – | 496,001 | – | 1.16% | – |
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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% |