ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 219 filers reported holding ISHARES TR in Q3 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% | – |
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% |