ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 104 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $22,000 | -97.6% | 959 | -97.5% | 0.03% | -97.4% |
| Q2 2022 | $921,000 | -23.7% | 38,603 | -20.3% | 1.02% | -2.1% |
| Q1 2022 | $1,207,000 | -17.4% | 48,406 | -12.0% | 1.04% | -11.4% |
| Q4 2021 | $1,461,000 | +4.2% | 55,005 | +5.8% | 1.17% | -3.1% |
| Q3 2021 | $1,402,000 | -11.4% | 51,977 | -11.2% | 1.21% | -12.5% |
| Q2 2021 | $1,583,000 | +0.6% | 58,532 | -0.6% | 1.38% | -4.9% |
| Q1 2021 | $1,573,000 | – | 58,872 | – | 1.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,042,513 | $23,978,000 | 5.94% |
| PFG Private Wealth Management, LLC | 289,107 | $6,649,000 | 4.37% |
| Aptus Capital Advisors, LLC | 6,309,515 | $145,119,000 | 3.49% |
| 4Thought Financial Group Inc. | 151,758 | $3,490,000 | 3.43% |
| Signature Wealth Management Group | 216,552 | $4,981,000 | 2.53% |
| Peloton Wealth Strategists | 180,700 | $4,156,000 | 2.16% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2,187,499 | $50,312,000 | 2.16% |
| TLWM | 131,928 | $4,600,000 | 2.02% |
| Sound View Wealth Advisors Group, LLC | 389,632 | $8,962,000 | 2.01% |
| SIGMA INVESTMENT COUNSELORS INC | 999,503 | $22,989,000 | 1.96% |