ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 110 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $253,040 | -0.7% | 10,935 | +0.8% | 0.16% | -3.6% |
Q2 2023 | $254,771 | -21.7% | 10,851 | -20.5% | 0.17% | -18.5% |
Q1 2023 | $325,209 | +2.3% | 13,653 | +0.4% | 0.20% | -6.4% |
Q4 2022 | $317,832 | +1.5% | 13,600 | 0.0% | 0.22% | -6.8% |
Q3 2022 | $313,000 | -3.7% | 13,600 | 0.0% | 0.24% | 0.0% |
Q2 2022 | $325,000 | -4.1% | 13,600 | 0.0% | 0.24% | +2.6% |
Q1 2022 | $339,000 | -6.1% | 13,600 | 0.0% | 0.23% | -1.3% |
Q4 2021 | $361,000 | – | 13,600 | – | 0.23% | – |
Download |
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% |