ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 130 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,895,712 | +16.3% | 168,354 | +18.0% | 0.52% | +22.4% |
| Q2 2023 | $3,350,760 | +12.7% | 142,707 | +14.3% | 0.43% | +2.9% |
| Q1 2023 | $2,973,736 | +9.8% | 124,842 | +7.8% | 0.42% | -2.8% |
| Q4 2022 | $2,707,111 | +39.8% | 115,837 | +37.5% | 0.43% | +29.7% |
| Q3 2022 | $1,937,000 | +0.5% | 84,230 | +4.3% | 0.33% | +5.1% |
| Q2 2022 | $1,927,000 | – | 80,730 | – | 0.31% | – |
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% |