ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 86 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,578,723 | +71.7% | 111,440 | +74.2% | 0.07% | +76.2% |
| Q2 2023 | $1,502,265 | -4.6% | 63,981 | -3.2% | 0.04% | -8.7% |
| Q1 2023 | $1,575,075 | -15.6% | 66,124 | -17.2% | 0.05% | -20.7% |
| Q4 2022 | $1,865,604 | +7.5% | 79,829 | +5.8% | 0.06% | -3.3% |
| Q3 2022 | $1,736,000 | -1.2% | 75,464 | +2.5% | 0.06% | +3.4% |
| Q2 2022 | $1,757,000 | -47.4% | 73,634 | -45.0% | 0.06% | -39.6% |
| Q1 2022 | $3,339,000 | -11.6% | 133,915 | -5.8% | 0.10% | -9.4% |
| Q4 2021 | $3,776,000 | +0.4% | 142,145 | +1.9% | 0.11% | -20.9% |
| Q3 2021 | $3,762,000 | -7.1% | 139,445 | -6.9% | 0.13% | -8.8% |
| Q2 2021 | $4,049,000 | 0.0% | 149,705 | -1.2% | 0.15% | -7.0% |
| Q1 2021 | $4,049,000 | +4.2% | 151,540 | +7.5% | 0.16% | -0.6% |
| Q4 2020 | $3,885,000 | +2.7% | 140,910 | +1.1% | 0.16% | -7.0% |
| Q3 2020 | $3,783,000 | +1.7% | 139,372 | +1.0% | 0.17% | -8.6% |
| Q2 2020 | $3,720,000 | +50.5% | 137,993 | +36.9% | 0.19% | +23.8% |
| Q1 2020 | $2,472,000 | +6.6% | 100,821 | +13.0% | 0.15% | +26.9% |
| Q4 2019 | $2,320,000 | +116.4% | 89,197 | +115.7% | 0.12% | +98.3% |
| Q3 2019 | $1,072,000 | – | 41,357 | – | 0.06% | – |
Download | ||||||
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% |