ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 90 filers reported holding ISHARES TR in Q1 2021. 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% | – |
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% |