ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 104 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,056,407 | +36.5% | 477,805 | +38.5% | 1.30% | +32.7% |
| Q2 2023 | $8,097,900 | +1.3% | 344,885 | +2.8% | 0.98% | -6.2% |
| Q1 2023 | $7,993,206 | +106604.1% | 335,567 | +4.7% | 1.04% | +2.6% |
| Q4 2022 | $7,491 | -99.9% | 320,526 | -3.1% | 1.02% | -8.5% |
| Q3 2022 | $7,609,000 | -3.5% | 330,863 | +0.1% | 1.11% | +3.3% |
| Q2 2022 | $7,886,000 | +500.6% | 330,382 | +527.6% | 1.08% | +584.7% |
| Q1 2022 | $1,313,000 | +143.1% | 52,643 | +159.5% | 0.16% | +145.3% |
| Q4 2021 | $540,000 | -0.2% | 20,290 | +1.3% | 0.06% | -8.6% |
| Q3 2021 | $541,000 | +7.6% | 20,035 | +7.9% | 0.07% | +9.4% |
| Q2 2021 | $503,000 | +21.8% | 18,562 | +20.1% | 0.06% | +16.4% |
| Q1 2021 | $413,000 | -1.7% | 15,459 | +1.6% | 0.06% | -32.9% |
| Q4 2020 | $420,000 | +39.1% | 15,223 | +37.1% | 0.08% | +28.1% |
| Q3 2020 | $302,000 | +87.6% | 11,105 | +85.5% | 0.06% | +82.9% |
| Q2 2020 | $161,000 | +18.4% | 5,987 | +8.3% | 0.04% | +9.4% |
| Q1 2020 | $136,000 | +126.7% | 5,527 | +138.2% | 0.03% | +166.7% |
| Q4 2019 | $60,000 | – | 2,320 | – | 0.01% | – |
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% |