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 | $3,901,438 | -3.3% | 168,601 | -1.9% | 0.94% | -0.8% |
| Q2 2023 | $4,033,535 | -2.2% | 171,786 | -0.8% | 0.95% | -7.4% |
| Q1 2023 | $4,123,599 | +0.8% | 173,115 | -1.1% | 1.02% | -4.0% |
| Q4 2022 | $4,089,777 | -38.3% | 175,001 | -39.3% | 1.07% | -43.7% |
| Q3 2022 | $6,629,000 | -6.0% | 288,225 | -2.4% | 1.90% | -0.2% |
| Q2 2022 | $7,049,000 | -4.4% | 295,319 | -0.1% | 1.90% | +9.7% |
| Q1 2022 | $7,371,000 | -2.2% | 295,554 | +4.2% | 1.73% | +0.2% |
| Q4 2021 | $7,537,000 | +9.1% | 283,770 | +10.8% | 1.73% | +1.9% |
| Q3 2021 | $6,911,000 | +290.7% | 256,163 | +291.8% | 1.70% | +277.5% |
| Q2 2021 | $1,769,000 | +81.6% | 65,382 | +79.4% | 0.45% | +63.3% |
| Q1 2021 | $974,000 | -0.8% | 36,442 | +2.3% | 0.28% | -5.8% |
| Q4 2020 | $982,000 | – | 35,624 | – | 0.29% | – |
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% |