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 | $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 | 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% |