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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,348,985 | +18.0% | 792,955 | +19.7% | 2.28% | +11.9% |
| Q2 2023 | $15,553,761 | +3.4% | 662,426 | +4.9% | 2.04% | -1.3% |
| Q1 2023 | $15,047,207 | +65.4% | 631,705 | +62.2% | 2.06% | +7.3% |
| Q4 2022 | $9,098,894 | +1.5% | 389,341 | -0.1% | 1.92% | -4.3% |
| Q3 2022 | $8,962,000 | -0.8% | 389,632 | +2.9% | 2.01% | +6.2% |
| Q2 2022 | $9,036,000 | +1.9% | 378,553 | +6.4% | 1.89% | +12.2% |
| Q1 2022 | $8,871,000 | +2063.7% | 355,701 | +2201.8% | 1.69% | +2090.9% |
| Q4 2021 | $410,000 | -11.1% | 15,453 | -9.5% | 0.08% | -19.8% |
| Q3 2021 | $461,000 | -0.2% | 17,076 | 0.0% | 0.10% | -1.0% |
| Q2 2021 | $462,000 | +0.7% | 17,076 | -0.6% | 0.10% | -9.3% |
| Q1 2021 | $459,000 | -3.2% | 17,187 | 0.0% | 0.11% | -7.8% |
| Q4 2020 | $474,000 | +3.0% | 17,187 | +1.3% | 0.12% | -4.1% |
| Q3 2020 | $460,000 | +5.3% | 16,963 | +4.6% | 0.12% | -1.6% |
| Q2 2020 | $437,000 | +10.4% | 16,213 | +0.3% | 0.12% | -10.2% |
| Q1 2020 | $396,000 | -5.7% | 16,157 | 0.0% | 0.14% | +15.1% |
| Q4 2019 | $420,000 | +12.3% | 16,157 | +11.9% | 0.12% | +7.2% |
| Q3 2019 | $374,000 | – | 14,441 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 299,998 | $7,011 | 4.35% |
| Aptus Capital Advisors, LLC | 5,289,617 | $123,618,349 | 3.80% |
| 4Thought Financial Group Inc. | 151,803 | $3,548,000 | 3.20% |
| Foundation Wealth Management, LLC | 129,665 | $3,030,328 | 3.08% |
| Signature Wealth Management Group | 232,858 | $5,441,902 | 2.66% |
| Robbins Farley | 145,333 | $3,396,432 | 2.63% |
| RVW Wealth, LLC | 748,215 | $17,485,785 | 2.23% |
| Peloton Wealth Strategists | 197,900 | $4,625 | 2.23% |
| Gateway Advisory, LLC | 355,299 | $8,303 | 2.13% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2,263,966 | $52,908,876 | 2.01% |