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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,102,419 | +2.6% | 172,879 | +2.9% | 2.18% | +3.6% |
| Q1 2024 | $3,996,853 | -0.5% | 167,935 | +0.1% | 2.10% | -12.7% |
| Q4 2023 | $4,016,436 | +6.1% | 167,841 | +2.6% | 2.41% | -5.8% |
| Q3 2023 | $3,786,329 | +13.7% | 163,627 | +15.4% | 2.56% | +11.0% |
| Q2 2023 | $3,330,427 | -5.4% | 141,841 | -4.1% | 2.30% | -2.0% |
| Q1 2023 | $3,522,264 | +3.7% | 147,870 | +1.7% | 2.35% | -10.4% |
| Q4 2022 | $3,396,432 | – | 145,333 | – | 2.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 6,879,588 | $164,216,000 | 4.27% |
| 4Thought Financial Group Inc. | 154,844 | $3,696,000 | 3.47% |
| PFG Private Wealth Management, LLC | 204,454 | $4,880,000 | 2.74% |
| Signature Wealth Management Group | 199,724 | $4,767,000 | 2.32% |
| Legacy CG, LLC | 135,828 | $3,242,000 | 2.23% |
| SIGMA INVESTMENT COUNSELORS INC | 1,063,292 | $25,381,000 | 2.07% |
| Peloton Wealth Strategists | 171,700 | $4,098,000 | 2.00% |
| Camelot Portfolios, LLC | 135,150 | $3,226,000 | 1.94% |
| Matthew Goff Investment Advisor, LLC | 295,319 | $7,049,000 | 1.90% |
| Sound View Wealth Advisors Group, LLC | 378,553 | $9,036,000 | 1.89% |