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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $108,000 | -4.4% | 4,525 | 0.0% | 0.03% | +34.8% |
| Q1 2022 | $113,000 | -5.8% | 4,525 | 0.0% | 0.02% | -4.2% |
| Q4 2021 | $120,000 | -1.6% | 4,525 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $122,000 | 0.0% | 4,525 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $122,000 | +0.8% | 4,525 | 0.0% | 0.03% | -3.6% |
| Q1 2021 | $121,000 | -3.2% | 4,525 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $125,000 | +5.9% | 4,525 | 0.0% | 0.03% | -20.0% |
| Q4 2019 | $118,000 | +0.9% | 4,525 | 0.0% | 0.04% | -16.7% |
| Q3 2019 | $117,000 | +1.7% | 4,525 | 0.0% | 0.04% | +16.7% |
| Q2 2019 | $115,000 | +3.6% | 4,525 | 0.0% | 0.04% | -21.7% |
| Q1 2019 | $111,000 | +4.7% | 4,525 | 0.0% | 0.05% | -2.1% |
| Q4 2018 | $106,000 | -0.9% | 4,525 | 0.0% | 0.05% | +14.6% |
| Q3 2018 | $107,000 | 0.0% | 4,525 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $107,000 | – | 4,525 | – | 0.04% | – |
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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% |