ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 119 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,399 | +83327.1% | 2,523 | -14.5% | 0.02% | -22.2% |
| Q1 2023 | $70 | -100.0% | 2,950 | -71.6% | 0.03% | -72.4% |
| Q3 2022 | $238,000 | -4.8% | 10,383 | -1.0% | 0.10% | -12.5% |
| Q2 2022 | $250,000 | -11.3% | 10,485 | -7.4% | 0.11% | -1.8% |
| Q1 2022 | $282,000 | -8.1% | 11,324 | -2.0% | 0.11% | 0.0% |
| Q4 2021 | $307,000 | – | 11,552 | – | 0.11% | – |
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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% |