ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 110 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,783 | -1.7% | 11,313 | 0.0% | 0.07% | +4.3% |
| Q2 2023 | $266,308 | -14.9% | 11,313 | -13.9% | 0.07% | -23.9% |
| Q1 2023 | $312,971 | +1.9% | 13,139 | 0.0% | 0.09% | -7.1% |
| Q4 2022 | $307,058 | -5.2% | 13,139 | -6.9% | 0.10% | -10.0% |
| Q3 2022 | $324,000 | -3.9% | 14,111 | 0.0% | 0.11% | +1.9% |
| Q2 2022 | $337,000 | -4.3% | 14,111 | 0.0% | 0.11% | +12.5% |
| Q1 2022 | $352,000 | -6.1% | 14,111 | 0.0% | 0.10% | -6.8% |
| Q4 2021 | $375,000 | -1.6% | 14,111 | 0.0% | 0.10% | -9.6% |
| Q3 2021 | $381,000 | -31.5% | 14,111 | -31.3% | 0.11% | -25.0% |
| Q2 2021 | $556,000 | +24.7% | 20,542 | +23.0% | 0.15% | +63.4% |
| Q1 2021 | $446,000 | +9.0% | 16,706 | +12.6% | 0.09% | +2.2% |
| Q4 2020 | $409,000 | – | 14,836 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,042,513 | $23,978,000 | 5.94% |
| PFG Private Wealth Management, LLC | 289,107 | $6,649,000 | 4.37% |
| Aptus Capital Advisors, LLC | 6,309,515 | $145,119,000 | 3.49% |
| 4Thought Financial Group Inc. | 151,758 | $3,490,000 | 3.43% |
| Signature Wealth Management Group | 216,552 | $4,981,000 | 2.53% |
| Peloton Wealth Strategists | 180,700 | $4,156,000 | 2.16% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2,187,499 | $50,312,000 | 2.16% |
| TLWM | 131,928 | $4,600,000 | 2.02% |
| Sound View Wealth Advisors Group, LLC | 389,632 | $8,962,000 | 2.01% |
| SIGMA INVESTMENT COUNSELORS INC | 999,503 | $22,989,000 | 1.96% |