ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $133,055 | -1.4% | 5,750 | 0.0% | 0.10% | +1.0% |
| Q2 2023 | $135,010 | -1.4% | 5,750 | 0.0% | 0.10% | -6.4% |
| Q1 2023 | $136,965 | +1.9% | 5,750 | 0.0% | 0.11% | -1.8% |
| Q4 2022 | $134,378 | +1.8% | 5,750 | 0.0% | 0.11% | -13.3% |
| Q3 2022 | $132,000 | -3.6% | 5,750 | 0.0% | 0.13% | +3.2% |
| Q2 2022 | $137,000 | -4.2% | 5,750 | 0.0% | 0.12% | +4.2% |
| Q1 2022 | $143,000 | -6.5% | 5,750 | 0.0% | 0.12% | -2.5% |
| Q4 2021 | $153,000 | +51.5% | 5,750 | +53.3% | 0.12% | +43.5% |
| Q3 2021 | $101,000 | 0.0% | 3,750 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $101,000 | +1.0% | 3,750 | 0.0% | 0.08% | -5.6% |
| Q1 2021 | $100,000 | -2.9% | 3,750 | 0.0% | 0.09% | +2.3% |
| Q4 2020 | $103,000 | – | 3,750 | – | 0.09% | – |
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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% |