ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 219 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,580,793 | -0.1% | 154,745 | +1.4% | 2.88% | +0.7% |
| Q2 2023 | $3,582,930 | -2.4% | 152,594 | -1.0% | 2.86% | -5.9% |
| Q1 2023 | $3,671,291 | +3.5% | 154,126 | +1.5% | 3.04% | -5.0% |
| Q4 2022 | $3,548,000 | +1.7% | 151,803 | +0.0% | 3.20% | -6.8% |
| Q3 2022 | $3,490,000 | -5.6% | 151,758 | -2.0% | 3.43% | -1.1% |
| Q2 2022 | $3,696,000 | -5.9% | 154,844 | -1.7% | 3.47% | -0.5% |
| Q1 2022 | $3,929,000 | -5.7% | 157,531 | +0.5% | 3.49% | +3.6% |
| Q4 2021 | $4,165,000 | +2.2% | 156,821 | +3.9% | 3.36% | -4.9% |
| Q3 2021 | $4,074,000 | +11.3% | 150,984 | +11.6% | 3.54% | +7.2% |
| Q2 2021 | $3,659,000 | +4.6% | 135,283 | +3.4% | 3.30% | -2.1% |
| Q1 2021 | $3,497,000 | – | 130,887 | – | 3.37% | – |
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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% |