ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,525,343 | -4.1% | 65,918 | -2.7% | 0.13% | -11.2% |
Q2 2023 | $1,591,355 | +3.9% | 67,775 | +5.4% | 0.14% | +2.9% |
Q1 2023 | $1,531,704 | +6.5% | 64,303 | +4.5% | 0.14% | +4.5% |
Q4 2022 | $1,437,737 | +7.7% | 61,521 | +6.0% | 0.13% | 0.0% |
Q3 2022 | $1,335,000 | +9.3% | 58,033 | +13.4% | 0.13% | +16.7% |
Q2 2022 | $1,221,000 | – | 51,154 | – | 0.11% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PFG Private Wealth Management, LLC | 329,654 | $7,852,348 | 4.99% |
Keeler Thomas Management LLC | 290,943 | $6,930,263 | 3.26% |
4Thought Financial Group Inc. | 154,126 | $3,671,291 | 3.04% |
Foundation Wealth Management, LLC | 121,949 | $2,904,885 | 2.99% |
Aptus Capital Advisors, LLC | 4,300,429 | $102,436,219 | 2.75% |
Signature Wealth Management Group | 243,182 | $5,792,601 | 2.75% |
Platte River Wealth Advisors, LLC | 281,033 | $6,694,206 | 2.57% |
Robbins Farley | 147,870 | $3,522,264 | 2.35% |
Peloton Wealth Strategists | 211,175 | $5,030 | 2.30% |
RVW Wealth, LLC | 753,217 | $17,941,629 | 2.22% |