ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 219 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,299 | -1.5% | 229 | 0.0% | 0.00% | – |
| Q2 2023 | $5,377 | -56.1% | 229 | -55.4% | 0.00% | – |
| Q1 2023 | $12,244 | +1124.4% | 514 | +1252.6% | 0.00% | – |
| Q2 2022 | $1,000 | -90.9% | 38 | -91.1% | 0.00% | – |
| Q1 2022 | $11,000 | +450.0% | 428 | +568.8% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 64 | -3.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 66 | +3.1% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | -90.0% | 64 | -91.2% | 0.00% | – |
| Q2 2020 | $20,000 | – | 729 | +72800.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | – | 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% |