ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 95 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,113 | -23.8% | 23,125 | -22.6% | 0.15% | -25.9% |
| Q2 2023 | $701,935 | -2.8% | 29,895 | -1.4% | 0.20% | -1.4% |
| Q1 2023 | $722,342 | +101781.8% | 30,325 | 0.0% | 0.21% | -9.6% |
| Q4 2022 | $709 | -99.9% | 30,325 | 0.0% | 0.23% | -5.3% |
| Q3 2022 | $697,000 | -3.7% | 30,325 | 0.0% | 0.24% | +3.8% |
| Q2 2022 | $724,000 | -4.2% | 30,325 | 0.0% | 0.23% | +11.4% |
| Q1 2022 | $756,000 | -8.6% | 30,325 | -2.6% | 0.21% | -9.5% |
| Q4 2021 | $827,000 | -8.1% | 31,125 | -6.7% | 0.23% | -15.3% |
| Q3 2021 | $900,000 | +11.2% | 33,345 | +11.5% | 0.27% | +11.4% |
| Q2 2021 | $809,000 | +2.5% | 29,905 | +1.3% | 0.25% | -3.5% |
| Q1 2021 | $789,000 | -2.5% | 29,525 | +0.6% | 0.26% | -9.9% |
| Q4 2020 | $809,000 | -15.9% | 29,350 | -17.2% | 0.28% | -27.1% |
| Q3 2020 | $962,000 | +11.9% | 35,460 | +11.1% | 0.39% | +44.8% |
| Q2 2020 | $860,000 | – | 31,915 | – | 0.27% | – |
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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% |