ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 290 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $441,316 | +0.6% | 18,109 | +0.6% | 0.02% | +5.9% |
Q2 2023 | $438,816 | -0.5% | 17,999 | +0.1% | 0.02% | -5.6% |
Q1 2023 | $440,951 | +9.0% | 17,976 | +8.1% | 0.02% | +12.5% |
Q4 2022 | $404,539 | +0.9% | 16,634 | 0.0% | 0.02% | -11.1% |
Q3 2022 | $401,000 | -2.4% | 16,634 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $411,000 | -2.1% | 16,634 | 0.0% | 0.02% | +5.9% |
Q1 2022 | $420,000 | -0.9% | 16,634 | +3.7% | 0.02% | 0.0% |
Q4 2021 | $424,000 | -1.4% | 16,042 | +0.1% | 0.02% | -15.0% |
Q3 2021 | $430,000 | -9.5% | 16,021 | -9.0% | 0.02% | -9.1% |
Q2 2021 | $475,000 | +0.6% | 17,604 | 0.0% | 0.02% | -8.3% |
Q1 2021 | $472,000 | +3.3% | 17,604 | +5.4% | 0.02% | 0.0% |
Q4 2020 | $457,000 | +0.2% | 16,710 | -0.5% | 0.02% | 0.0% |
Q3 2020 | $456,000 | +0.7% | 16,796 | 0.0% | 0.02% | -7.7% |
Q2 2020 | $453,000 | +3.2% | 16,796 | -4.5% | 0.03% | -16.1% |
Q1 2020 | $439,000 | +2.3% | 17,581 | +6.4% | 0.03% | +24.0% |
Q4 2019 | $429,000 | +0.9% | 16,520 | +0.6% | 0.02% | -3.8% |
Q3 2019 | $425,000 | +1.7% | 16,423 | 0.0% | 0.03% | -3.7% |
Q2 2019 | $418,000 | +3.5% | 16,423 | +1.2% | 0.03% | -3.6% |
Q1 2019 | $404,000 | -36.2% | 16,226 | -39.5% | 0.03% | -41.7% |
Q4 2018 | $633,000 | -3.2% | 26,831 | -1.9% | 0.05% | -7.7% |
Q3 2018 | $654,000 | +2.8% | 27,343 | +2.8% | 0.05% | -8.8% |
Q2 2018 | $636,000 | +1.0% | 26,594 | +2.5% | 0.06% | +5.6% |
Q1 2018 | $630,000 | +64.1% | 25,945 | +69.1% | 0.05% | +54.3% |
Q4 2017 | $384,000 | +29.3% | 15,340 | +30.0% | 0.04% | +52.2% |
Q3 2017 | $297,000 | +0.7% | 11,798 | 0.0% | 0.02% | -8.0% |
Q2 2017 | $295,000 | +9.3% | 11,798 | +7.8% | 0.02% | +4.2% |
Q1 2017 | $270,000 | +24.4% | 10,944 | +22.8% | 0.02% | +4.3% |
Q4 2016 | $217,000 | – | 8,911 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PFG Private Wealth Management, LLC | 252,028 | $6,766,000 | 3.96% |
Aptus Capital Advisors, LLC | 4,719,513 | $126,695,000 | 3.27% |
RVW Wealth, LLC | 956,416 | $26,000,000 | 3.12% |
4Thought Financial Group Inc. | 133,585 | $3,586,000 | 3.11% |
TLWM | 289,792 | $7,779,000 | 2.96% |
Karp Capital Management Corp | 698,505 | $18,751,000 | 2.64% |
Peloton Wealth Strategists | 210,700 | $5,656,000 | 2.32% |
Sound View Wealth Advisors Group, LLC | 373,371 | $10,023,000 | 2.09% |
SIGMA INVESTMENT COUNSELORS INC | 997,841 | $26,787,000 | 1.98% |
Cribstone Capital Management, LLC | 122,151 | $3,279,000 | 1.95% |