ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 65 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,010,649 | -5.4% | 1,685,640 | -3.9% | 0.01% | 0.0% |
| Q2 2023 | $41,228,780 | +11.1% | 1,753,475 | +12.5% | 0.01% | +8.3% |
| Q1 2023 | $37,103,644 | +64.1% | 1,558,486 | +61.2% | 0.01% | +50.0% |
| Q4 2022 | $22,617,000 | +34.0% | 967,037 | +31.8% | 0.01% | +33.3% |
| Q3 2022 | $16,879,000 | +267.1% | 733,771 | +280.9% | 0.01% | +200.0% |
| Q2 2022 | $4,598,000 | -1.6% | 192,627 | +2.7% | 0.00% | +100.0% |
| Q1 2022 | $4,675,000 | -0.5% | 187,608 | +6.0% | 0.00% | 0.0% |
| Q4 2021 | $4,698,000 | -6.9% | 176,938 | -5.3% | 0.00% | -50.0% |
| Q3 2021 | $5,045,000 | -0.7% | 186,939 | -0.3% | 0.00% | 0.0% |
| Q2 2021 | $5,081,000 | -2.7% | 187,440 | -4.0% | 0.00% | 0.0% |
| Q1 2021 | $5,221,000 | +1.1% | 195,273 | +4.2% | 0.00% | 0.0% |
| Q4 2020 | $5,166,000 | +3.3% | 187,366 | +1.7% | 0.00% | 0.0% |
| Q3 2020 | $4,999,000 | +4.7% | 184,162 | +4.0% | 0.00% | 0.0% |
| Q2 2020 | $4,773,000 | +12.4% | 177,035 | +2.1% | 0.00% | 0.0% |
| Q1 2020 | $4,248,000 | +39.7% | 173,471 | +48.3% | 0.00% | +100.0% |
| Q4 2019 | $3,041,000 | +25.8% | 116,938 | +25.4% | 0.00% | 0.0% |
| Q3 2019 | $2,418,000 | +380.7% | 93,270 | +372.3% | 0.00% | – |
| Q2 2019 | $503,000 | +69.4% | 19,747 | +62.8% | 0.00% | – |
| Q1 2019 | $297,000 | – | 12,126 | – | 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% |