ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 78 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,891 | +9.8% | 427,444 | +11.4% | 0.02% | +11.1% |
| Q2 2023 | $9,006 | +8.3% | 383,544 | +9.9% | 0.02% | +5.9% |
| Q1 2023 | $8,314 | +32.9% | 349,040 | +30.4% | 0.02% | +13.3% |
| Q4 2022 | $6,255 | -99.9% | 267,681 | +4.6% | 0.02% | 0.0% |
| Q3 2022 | $5,885,000 | +936.1% | 255,877 | +975.1% | 0.02% | +1400.0% |
| Q2 2022 | $568,000 | +50.7% | 23,800 | +57.2% | 0.00% | 0.0% |
| Q1 2022 | $377,000 | -5.3% | 15,136 | +0.9% | 0.00% | 0.0% |
| Q4 2021 | $398,000 | +34.0% | 15,000 | +36.1% | 0.00% | 0.0% |
| Q3 2021 | $297,000 | +10.0% | 11,020 | +10.1% | 0.00% | 0.0% |
| Q2 2021 | $270,000 | +18.9% | 10,008 | +17.5% | 0.00% | 0.0% |
| Q1 2021 | $227,000 | -2.2% | 8,518 | +1.2% | 0.00% | 0.0% |
| Q4 2020 | $232,000 | +0.4% | 8,420 | -1.3% | 0.00% | 0.0% |
| Q3 2020 | $231,000 | +12.7% | 8,530 | +12.2% | 0.00% | 0.0% |
| Q2 2020 | $205,000 | – | 7,605 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 299,998 | $7,011 | 4.35% |
| Aptus Capital Advisors, LLC | 5,289,617 | $123,618,349 | 3.80% |
| 4Thought Financial Group Inc. | 151,803 | $3,548,000 | 3.20% |
| Foundation Wealth Management, LLC | 129,665 | $3,030,328 | 3.08% |
| Signature Wealth Management Group | 232,858 | $5,441,902 | 2.66% |
| Robbins Farley | 145,333 | $3,396,432 | 2.63% |
| RVW Wealth, LLC | 748,215 | $17,485,785 | 2.23% |
| Peloton Wealth Strategists | 197,900 | $4,625 | 2.23% |
| Gateway Advisory, LLC | 355,299 | $8,303 | 2.13% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2,263,966 | $52,908,876 | 2.01% |