ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 150 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,252 | +4.6% | 256,525 | +4.6% | 2.88% | +9.0% |
| Q2 2023 | $5,979 | +4.5% | 245,260 | +5.2% | 2.64% | +1.3% |
| Q1 2023 | $5,719 | +7.0% | 233,150 | +6.1% | 2.61% | +1.5% |
| Q4 2022 | $5,346 | -99.9% | 219,800 | -4.6% | 2.57% | -11.1% |
| Q3 2022 | $5,562,000 | -2.4% | 230,500 | -0.1% | 2.89% | +4.2% |
| Q2 2022 | $5,698,000 | -3.0% | 230,700 | -0.9% | 2.78% | +13.2% |
| Q1 2022 | $5,876,000 | +3.8% | 232,700 | +8.6% | 2.46% | +8.2% |
| Q4 2021 | $5,659,000 | +0.1% | 214,200 | +1.7% | 2.27% | -2.0% |
| Q3 2021 | $5,656,000 | +7.1% | 210,700 | +7.7% | 2.32% | +6.2% |
| Q2 2021 | $5,282,000 | +22.1% | 195,700 | +21.4% | 2.18% | +7.3% |
| Q1 2021 | $4,325,000 | +32.0% | 161,200 | +34.7% | 2.03% | +25.1% |
| Q4 2020 | $3,276,000 | +17.3% | 119,700 | +16.2% | 1.62% | +3.6% |
| Q3 2020 | $2,794,000 | +64.4% | 103,000 | +63.5% | 1.57% | +46.2% |
| Q2 2020 | $1,700,000 | +25.4% | 63,000 | +16.0% | 1.07% | -3.1% |
| Q1 2020 | $1,356,000 | +39.4% | 54,300 | +44.8% | 1.10% | +87.3% |
| Q4 2019 | $973,000 | +21.3% | 37,500 | +21.0% | 0.59% | +15.0% |
| Q3 2019 | $802,000 | +74.0% | 31,000 | +72.2% | 0.51% | +66.0% |
| Q2 2019 | $461,000 | – | 18,000 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 222,518 | $5,970,000 | 4.11% |
| Aptus Capital Advisors, LLC | 3,550,093 | $95,249,000 | 3.42% |
| RVW Wealth, LLC | 933,074 | $25,000,000 | 3.26% |
| TLWM | 296,858 | $7,963,000 | 3.02% |
| 4Thought Financial Group Inc. | 116,063 | $3,114,000 | 3.00% |
| Gateway Advisory, LLC | 304,624 | $8,173,000 | 2.07% |
| Sound View Wealth Advisors Group, LLC | 328,361 | $8,810,000 | 2.05% |
| Peloton Wealth Strategists | 161,200 | $4,325,000 | 2.03% |
| CAPITAL ADVISORS INC/OK | 2,258,399 | $60,593,000 | 1.98% |
| Signature Wealth Management Group | 124,377 | $3,337,000 | 1.96% |