ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 110 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,928,788 | -20.6% | 83,353 | -19.4% | 0.08% | -18.5% |
| Q2 2023 | $2,429,264 | -2.4% | 103,461 | -0.9% | 0.09% | -8.0% |
| Q1 2023 | $2,487,784 | +7.8% | 104,441 | +5.8% | 0.10% | +4.2% |
| Q4 2022 | $2,307,273 | +3.8% | 98,728 | +2.2% | 0.10% | -6.8% |
| Q3 2022 | $2,222,000 | +5.0% | 96,593 | +8.9% | 0.10% | +10.8% |
| Q2 2022 | $2,116,000 | +17.5% | 88,667 | +22.8% | 0.09% | +34.8% |
| Q1 2022 | $1,801,000 | +14.9% | 72,198 | +22.4% | 0.07% | +21.1% |
| Q4 2021 | $1,567,000 | +12.7% | 58,993 | +14.4% | 0.06% | +3.6% |
| Q3 2021 | $1,391,000 | +6.8% | 51,575 | +7.2% | 0.06% | +5.8% |
| Q2 2021 | $1,302,000 | +115.2% | 48,115 | +119.1% | 0.05% | +116.7% |
| Q4 2020 | $605,000 | +161.9% | 21,961 | +158.5% | 0.02% | +140.0% |
| Q3 2020 | $231,000 | – | 8,495 | – | 0.01% | – |
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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% |