ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 184 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,853 | -3.5% | 124 | +416.7% | 0.00% | -100.0% |
| Q1 2023 | $2,955 | -99.9% | 24 | -73.9% | 0.09% | -5.2% |
| Q3 2022 | $2,854,000 | -3.6% | 92 | -4.2% | 0.10% | +4.3% |
| Q2 2022 | $2,961,000 | -4.3% | 96 | -4.0% | 0.09% | +5.7% |
| Q1 2022 | $3,095,000 | -5.9% | 100 | -7.4% | 0.09% | +17.6% |
| Q4 2021 | $3,290,000 | +12085.2% | 108 | -50.9% | 0.07% | +469.2% |
| Q3 2021 | $27,000 | 0.0% | 220 | 0.0% | 0.01% | +30.0% |
| Q2 2021 | $27,000 | – | 220 | – | 0.01% | – |
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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% |