ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 280 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $912,822 | -1.0% | 38,467 | -0.8% | 0.53% | -13.1% |
| Q1 2024 | $922,464 | -1.6% | 38,759 | -1.0% | 0.61% | -1.9% |
| Q4 2023 | $937,195 | +1.4% | 39,164 | -1.9% | 0.62% | -8.2% |
| Q3 2023 | $923,888 | +2.2% | 39,926 | +3.7% | 0.68% | +5.8% |
| Q2 2023 | $903,792 | -9.0% | 38,492 | -7.6% | 0.64% | -1.4% |
| Q1 2023 | $992,794 | +19.0% | 41,679 | +16.7% | 0.65% | +21.6% |
| Q4 2022 | $834,309 | – | 35,700 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 6,879,588 | $164,216,000 | 4.27% |
| 4Thought Financial Group Inc. | 154,844 | $3,696,000 | 3.47% |
| PFG Private Wealth Management, LLC | 204,454 | $4,880,000 | 2.74% |
| Signature Wealth Management Group | 199,724 | $4,767,000 | 2.32% |
| Legacy CG, LLC | 135,828 | $3,242,000 | 2.23% |
| SIGMA INVESTMENT COUNSELORS INC | 1,063,292 | $25,381,000 | 2.07% |
| Peloton Wealth Strategists | 171,700 | $4,098,000 | 2.00% |
| Camelot Portfolios, LLC | 135,150 | $3,226,000 | 1.94% |
| Matthew Goff Investment Advisor, LLC | 295,319 | $7,049,000 | 1.90% |
| Sound View Wealth Advisors Group, LLC | 378,553 | $9,036,000 | 1.89% |