ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 65 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $611,503 | +370.5% | 26,587 | +388.3% | 0.03% | +420.0% |
| Q2 2022 | $129,972 | +0.1% | 5,445 | +4.6% | 0.01% | +25.0% |
| Q1 2022 | $129,813 | +102.4% | 5,205 | +115.5% | 0.00% | +100.0% |
| Q4 2021 | $64,142 | -1.6% | 2,415 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $65,157 | -0.3% | 2,415 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $65,326 | +17.5% | 2,415 | +16.1% | 0.00% | +50.0% |
| Q1 2021 | $55,578 | +17.9% | 2,080 | +21.6% | 0.00% | 0.0% |
| Q4 2020 | $47,145 | +1.6% | 1,710 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $46,409 | +0.7% | 1,710 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $46,102 | +10.0% | 1,710 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $41,912 | +17.2% | 1,710 | +24.4% | 0.00% | 0.0% |
| Q4 2019 | $35,764 | +0.3% | 1,375 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $35,640 | +288.7% | 1,375 | +250.8% | 0.00% | +200.0% |
| Q4 2018 | $9,169 | -55.8% | 392 | -54.5% | 0.00% | -66.7% |
| Q1 2018 | $20,747 | – | 862 | – | 0.00% | – |
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% |