ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,676 | -1.4% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $79,832 | -1.4% | 3,400 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $80,988 | +1.9% | 3,400 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $79,458 | +1.9% | 3,400 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $78,000 | -3.7% | 3,400 | 0.0% | 0.01% | +25.0% |
| Q2 2022 | $81,000 | -3.6% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $84,000 | -6.7% | 3,400 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $90,000 | -16.7% | 3,400 | -15.0% | 0.00% | -25.0% |
| Q3 2021 | $108,000 | 0.0% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $108,000 | +0.9% | 4,000 | 0.0% | 0.00% | +33.3% |
| Q1 2021 | $107,000 | 0.0% | 4,000 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $107,000 | -0.9% | 4,000 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $108,000 | +0.9% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $107,000 | +11.5% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $96,000 | +12.9% | 4,000 | +21.2% | 0.01% | +20.0% |
| Q4 2019 | $85,000 | +372.2% | 3,300 | +371.4% | 0.01% | +400.0% |
| Q3 2019 | $18,000 | – | 700 | – | 0.00% | – |
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% |