ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 104 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,859,000 | +9.4% | 74,523 | +16.5% | 0.30% | +42.8% |
| Q4 2021 | $1,699,000 | -16.4% | 63,965 | -15.1% | 0.21% | -20.0% |
| Q3 2021 | $2,032,000 | +27.8% | 75,327 | +28.2% | 0.26% | +22.1% |
| Q2 2021 | $1,590,000 | +9.4% | 58,774 | +8.7% | 0.21% | -34.3% |
| Q1 2021 | $1,454,000 | +12.3% | 54,046 | +15.0% | 0.32% | -10.0% |
| Q4 2020 | $1,295,000 | +6.7% | 46,983 | +5.3% | 0.36% | -10.0% |
| Q3 2020 | $1,214,000 | +11.8% | 44,637 | +10.8% | 0.40% | -16.7% |
| Q2 2020 | $1,086,000 | +29.4% | 40,283 | +17.6% | 0.48% | +4.8% |
| Q1 2020 | $839,000 | – | 34,248 | – | 0.46% | – |
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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% |