ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 98 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,205,232 | +5.1% | 181,730 | +6.7% | 1.34% | +8.2% |
| Q2 2023 | $3,999,653 | +2.6% | 170,343 | +4.0% | 1.24% | -2.5% |
| Q1 2023 | $3,899,691 | +9.9% | 163,715 | +7.8% | 1.27% | -0.8% |
| Q4 2022 | $3,547,706 | +21.7% | 151,806 | +19.7% | 1.28% | +16.9% |
| Q3 2022 | $2,915,000 | -0.8% | 126,773 | +3.0% | 1.09% | +1.3% |
| Q2 2022 | $2,938,000 | +4.0% | 123,085 | +8.6% | 1.08% | +12.0% |
| Q1 2022 | $2,826,000 | +7.1% | 113,314 | +14.0% | 0.96% | +12.4% |
| Q4 2021 | $2,639,000 | +9.3% | 99,391 | +11.1% | 0.86% | +4.8% |
| Q3 2021 | $2,414,000 | +7.0% | 89,480 | +7.2% | 0.82% | +8.5% |
| Q2 2021 | $2,257,000 | +12.8% | 83,451 | +11.4% | 0.75% | +7.0% |
| Q1 2021 | $2,000,000 | +21.4% | 74,879 | +25.3% | 0.70% | +12.1% |
| Q4 2020 | $1,648,000 | +137.8% | 59,782 | +134.2% | 0.63% | +105.6% |
| Q3 2020 | $693,000 | +166.5% | 25,531 | +164.9% | 0.31% | +140.9% |
| Q2 2020 | $260,000 | – | 9,638 | – | 0.13% | – |
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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% |