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 | $2,022,899 | +17.1% | 87,420 | +18.8% | 0.43% | +23.7% |
| Q2 2023 | $1,727,424 | -3.8% | 73,570 | -2.4% | 0.35% | -8.9% |
| Q1 2023 | $1,795,314 | +12.2% | 75,370 | +10.1% | 0.38% | +5.0% |
| Q4 2022 | $1,600,144 | +41.2% | 68,470 | +39.0% | 0.36% | +28.4% |
| Q3 2022 | $1,133,000 | -5.6% | 49,270 | -2.0% | 0.28% | -2.8% |
| Q2 2022 | $1,200,000 | -6.2% | 50,270 | -2.0% | 0.29% | +7.8% |
| Q1 2022 | $1,279,000 | -6.8% | 51,270 | -0.8% | 0.27% | -4.3% |
| Q4 2021 | $1,372,000 | +50.4% | 51,670 | +52.9% | 0.28% | +39.1% |
| Q3 2021 | $912,000 | +473.6% | 33,800 | +475.3% | 0.20% | +494.1% |
| Q2 2021 | $159,000 | +488.9% | 5,875 | +487.5% | 0.03% | +385.7% |
| Q1 2021 | $27,000 | – | 1,000 | – | 0.01% | – |
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% |