ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 311 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $537,233 | -3.9% | 22,639 | -3.6% | 0.04% | -8.9% |
| Q1 2024 | $559,041 | +1.5% | 23,489 | +2.1% | 0.04% | -4.3% |
| Q4 2023 | $550,744 | +8.3% | 23,015 | +4.8% | 0.05% | -2.1% |
| Q3 2023 | $508,446 | +11.1% | 21,971 | +12.7% | 0.05% | +17.1% |
| Q2 2023 | $457,825 | +5.2% | 19,499 | +6.7% | 0.04% | -4.7% |
| Q1 2023 | $435,196 | – | 18,270 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 6,879,588 | $164,216,000 | 4.27% |
| 4Thought Financial Group Inc. | 154,844 | $3,696,000 | 3.47% |
| PFG Private Wealth Management, LLC | 204,454 | $4,880,000 | 2.74% |
| Signature Wealth Management Group | 199,724 | $4,767,000 | 2.32% |
| Legacy CG, LLC | 135,828 | $3,242,000 | 2.23% |
| SIGMA INVESTMENT COUNSELORS INC | 1,063,292 | $25,381,000 | 2.07% |
| Peloton Wealth Strategists | 171,700 | $4,098,000 | 2.00% |
| Camelot Portfolios, LLC | 135,150 | $3,226,000 | 1.94% |
| Matthew Goff Investment Advisor, LLC | 295,319 | $7,049,000 | 1.90% |
| Sound View Wealth Advisors Group, LLC | 378,553 | $9,036,000 | 1.89% |