ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 184 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |