ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 90 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,016 | +60.2% | 17,935 | +83.9% | 0.05% | +53.1% |
| Q4 2021 | $259,000 | -71.6% | 9,750 | -71.1% | 0.03% | -74.6% |
| Q3 2021 | $911,000 | -17.3% | 33,750 | -17.2% | 0.13% | -19.2% |
| Q2 2021 | $1,102,000 | +1.2% | 40,750 | 0.0% | 0.16% | -7.7% |
| Q1 2021 | $1,089,000 | -3.0% | 40,750 | 0.0% | 0.17% | -23.5% |
| Q4 2020 | $1,123,000 | +1.5% | 40,750 | 0.0% | 0.22% | -12.0% |
| Q3 2020 | $1,106,000 | +0.6% | 40,750 | 0.0% | 0.25% | -9.4% |
| Q2 2020 | $1,099,000 | +10.0% | 40,750 | 0.0% | 0.28% | +4.1% |
| Q1 2020 | $999,000 | -5.8% | 40,750 | 0.0% | 0.27% | +13.2% |
| Q4 2019 | $1,060,000 | – | 40,750 | – | 0.24% | – |
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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% |