ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 43 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,325,514 | -2.3% | 186,928 | -0.9% | 1.15% | -10.1% |
| Q2 2023 | $4,428,230 | -1.9% | 188,596 | -0.5% | 1.28% | -11.0% |
| Q1 2023 | $4,512,968 | +1.4% | 189,461 | -0.5% | 1.43% | -11.2% |
| Q4 2022 | $4,452,039 | -3.2% | 190,502 | +44.4% | 1.61% | -20.3% |
| Q3 2022 | $4,600,000 | -4.1% | 131,928 | -34.3% | 2.02% | +10.1% |
| Q2 2022 | $4,798,000 | -7.7% | 200,807 | -3.8% | 1.84% | +1.4% |
| Q1 2022 | $5,200,000 | -6.3% | 208,663 | -0.1% | 1.81% | -2.4% |
| Q4 2021 | $5,547,000 | -1.9% | 208,863 | -0.3% | 1.86% | -13.6% |
| Q3 2021 | $5,657,000 | -1.7% | 209,576 | -1.5% | 2.15% | +4.3% |
| Q2 2021 | $5,753,000 | -0.1% | 212,662 | -1.3% | 2.06% | -5.6% |
| Q1 2021 | $5,756,000 | -5.8% | 215,480 | -2.7% | 2.18% | -10.5% |
| Q4 2020 | $6,109,000 | -0.5% | 221,565 | -2.4% | 2.44% | -16.0% |
| Q3 2020 | $6,138,000 | -0.9% | 226,927 | -1.1% | 2.91% | -20.5% |
| Q2 2020 | $6,194,000 | +4.5% | 229,414 | -5.1% | 3.66% | +5.1% |
| Q1 2020 | $5,925,000 | -7.5% | 241,775 | -1.9% | 3.48% | +13.1% |
| Q4 2019 | $6,405,000 | +2.3% | 246,506 | +2.0% | 3.08% | -4.5% |
| Q3 2019 | $6,264,000 | +6.6% | 241,768 | +4.8% | 3.22% | -4.7% |
| Q2 2019 | $5,877,000 | +18.0% | 230,642 | +13.7% | 3.38% | +21.0% |
| Q1 2019 | $4,982,000 | +17.4% | 202,932 | +11.9% | 2.80% | +8.8% |
| Q4 2018 | $4,244,000 | +11.8% | 181,316 | +12.6% | 2.57% | +16.3% |
| Q3 2018 | $3,795,000 | +11.2% | 161,019 | +11.5% | 2.21% | +3.6% |
| Q2 2018 | $3,414,000 | +31.5% | 144,394 | +33.7% | 2.13% | +23.5% |
| Q1 2018 | $2,596,000 | – | 107,964 | – | 1.73% | – |
Download | ||||||
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% |