ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 149 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,570,496 | +7.2% | 474,784 | +7.2% | 0.01% | +11.1% |
| Q2 2023 | $10,795,505 | -2.0% | 442,802 | -1.4% | 0.01% | -10.0% |
| Q1 2023 | $11,014,140 | +7.9% | 449,007 | +6.9% | 0.01% | +11.1% |
| Q4 2022 | $10,210,329 | +21.9% | 419,835 | +20.9% | 0.01% | +12.5% |
| Q3 2022 | $8,377,000 | -11.8% | 347,179 | -9.8% | 0.01% | -11.1% |
| Q2 2022 | $9,502,000 | +32.6% | 384,690 | +35.6% | 0.01% | +50.0% |
| Q1 2022 | $7,164,000 | +31.3% | 283,708 | +37.3% | 0.01% | +50.0% |
| Q4 2021 | $5,457,000 | +12.5% | 206,567 | +14.3% | 0.00% | 0.0% |
| Q3 2021 | $4,850,000 | -1.5% | 180,665 | -1.0% | 0.00% | 0.0% |
| Q2 2021 | $4,924,000 | +5.4% | 182,454 | +4.8% | 0.00% | -20.0% |
| Q1 2021 | $4,672,000 | +22.2% | 174,138 | +24.7% | 0.01% | +25.0% |
| Q4 2020 | $3,822,000 | +8.1% | 139,651 | +7.1% | 0.00% | 0.0% |
| Q3 2020 | $3,536,000 | -0.8% | 130,350 | -1.4% | 0.00% | -20.0% |
| Q2 2020 | $3,565,000 | +2.3% | 132,136 | -5.4% | 0.01% | -16.7% |
| Q1 2020 | $3,486,000 | +1.4% | 139,622 | +5.4% | 0.01% | +50.0% |
| Q4 2019 | $3,437,000 | +183.1% | 132,489 | +182.5% | 0.00% | +100.0% |
| Q3 2019 | $1,214,000 | +12.7% | 46,891 | +11.5% | 0.00% | 0.0% |
| Q2 2019 | $1,077,000 | +13.2% | 42,057 | +10.0% | 0.00% | +100.0% |
| Q1 2019 | $951,000 | +9.2% | 38,235 | +3.5% | 0.00% | -50.0% |
| Q4 2018 | $871,000 | -14.4% | 36,925 | -13.2% | 0.00% | 0.0% |
| Q3 2018 | $1,018,000 | +4.6% | 42,558 | +4.7% | 0.00% | 0.0% |
| Q2 2018 | $973,000 | -1.2% | 40,640 | +0.1% | 0.00% | 0.0% |
| Q1 2018 | $985,000 | +84.5% | 40,585 | +90.1% | 0.00% | +100.0% |
| Q4 2017 | $534,000 | +18.1% | 21,354 | +18.9% | 0.00% | 0.0% |
| Q3 2017 | $452,000 | +9.2% | 17,960 | +8.3% | 0.00% | 0.0% |
| Q2 2017 | $414,000 | – | 16,586 | – | 0.00% | – |
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% |