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 2023 | $3,082,942 | +3.5% | 133,230 | +5.0% | 2.08% | +2.0% |
| Q2 2023 | $2,978,555 | +0.3% | 126,855 | +1.7% | 2.04% | +0.3% |
| Q1 2023 | $2,970,711 | +5.8% | 124,715 | +3.8% | 2.04% | +4.8% |
| Q4 2022 | $2,807,672 | +39.2% | 120,140 | +37.0% | 1.94% | +29.2% |
| Q3 2022 | $2,017,000 | +114177.6% | 87,715 | +18.6% | 1.50% | -11.3% |
| Q2 2022 | $1,765 | -99.9% | 73,935 | -8.0% | 1.70% | -4.4% |
| Q1 2022 | $1,983,000 | +8.4% | 80,375 | +16.7% | 1.77% | +7.8% |
| Q4 2021 | $1,829,000 | – | 68,870 | – | 1.65% | – |
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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% |