ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 219 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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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% |