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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,234,019 | +21.3% | 96,545 | +23.1% | 0.00% | 0.0% |
| Q2 2023 | $1,841,674 | +8.4% | 78,437 | +10.0% | 0.00% | 0.0% |
| Q1 2023 | $1,698,545 | +16.7% | 71,308 | +14.5% | 0.00% | 0.0% |
| Q4 2022 | $1,455,250 | +254.1% | 62,260 | +248.5% | 0.00% | +200.0% |
| Q3 2022 | $411,000 | +4.8% | 17,867 | +8.6% | 0.00% | 0.0% |
| Q2 2022 | $392,000 | +5.1% | 16,449 | +10.2% | 0.00% | 0.0% |
| Q1 2022 | $373,000 | -11.2% | 14,933 | -5.8% | 0.00% | 0.0% |
| Q4 2021 | $420,000 | +15.1% | 15,845 | +17.3% | 0.00% | 0.0% |
| Q3 2021 | $365,000 | -2.9% | 13,508 | -2.9% | 0.00% | 0.0% |
| Q2 2021 | $376,000 | -6.9% | 13,907 | -8.2% | 0.00% | 0.0% |
| Q1 2021 | $404,000 | -7.1% | 15,156 | -3.8% | 0.00% | 0.0% |
| Q4 2020 | $435,000 | -12.1% | 15,756 | -13.6% | 0.00% | 0.0% |
| Q3 2020 | $495,000 | +1.0% | 18,237 | +0.6% | 0.00% | -50.0% |
| Q2 2020 | $490,000 | +36.9% | 18,137 | +24.5% | 0.00% | +100.0% |
| Q1 2020 | $358,000 | – | 14,567 | – | 0.00% | – |
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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% |