ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 164 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,634,311 | +4.7% | 641,539 | +4.8% | 1.66% | +6.9% |
| Q2 2023 | $14,929,507 | +2.2% | 612,367 | +2.8% | 1.55% | -0.3% |
| Q1 2023 | $14,608,474 | +17.2% | 595,535 | +16.2% | 1.55% | +10.1% |
| Q4 2022 | $12,464,754 | +20.4% | 512,531 | +19.5% | 1.41% | +9.0% |
| Q3 2022 | $10,350,000 | +37.3% | 428,942 | +40.6% | 1.29% | +39.0% |
| Q2 2022 | $7,538,000 | +59.1% | 305,184 | +62.7% | 0.93% | +70.2% |
| Q1 2022 | $4,737,000 | +137.9% | 187,612 | +149.0% | 0.55% | +115.4% |
| Q4 2021 | $1,991,000 | +166.2% | 75,360 | +170.6% | 0.25% | +133.0% |
| Q3 2021 | $748,000 | – | 27,854 | – | 0.11% | – |
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% |