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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $260,000 | -49.9% | 10,308 | -47.6% | 0.06% | -51.6% |
| Q4 2021 | $519,000 | -89.3% | 19,665 | -89.1% | 0.12% | -76.4% |
| Q3 2021 | $4,836,000 | +107.3% | 180,198 | +108.4% | 0.52% | -21.3% |
| Q2 2021 | $2,333,000 | +9.3% | 86,458 | +8.6% | 0.66% | -3.7% |
| Q1 2021 | $2,135,000 | +217.7% | 79,580 | +224.0% | 0.68% | +174.6% |
| Q4 2020 | $672,000 | -20.6% | 24,563 | -21.3% | 0.25% | -30.5% |
| Q3 2020 | $846,000 | +45.6% | 31,203 | +45.0% | 0.36% | +26.6% |
| Q2 2020 | $581,000 | – | 21,520 | – | 0.28% | – |
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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% |