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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $17,476,472 | +3.4% | 730,316 | +0.0% | 1.92% | -5.7% |
| Q3 2023 | $16,895,278 | -3.5% | 730,133 | -2.1% | 2.04% | -1.4% |
| Q2 2023 | $17,508,026 | -2.4% | 745,657 | -1.0% | 2.07% | -7.1% |
| Q1 2023 | $17,941,629 | +2.6% | 753,217 | +0.7% | 2.22% | -0.1% |
| Q4 2022 | $17,485,785 | +1900.7% | 748,215 | +1869.5% | 2.23% | +1710.6% |
| Q3 2022 | $874,000 | +144.8% | 37,991 | +165.4% | 0.12% | +200.0% |
| Q1 2022 | $357,000 | +17.4% | 14,316 | +24.9% | 0.04% | +20.6% |
| Q4 2021 | $304,000 | -69.6% | 11,461 | -41.4% | 0.03% | -71.7% |
| Q3 2021 | $1,000,000 | – | 19,573 | +7.3% | 0.12% | – |
| Q2 2021 | $0 | -100.0% | 18,245 | +33.2% | 0.00% | -100.0% |
| Q1 2021 | $1,000,000 | – | 13,694 | – | 0.13% | – |
Download | ||||||
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% |