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 | $3,541,209 | +12.6% | 145,311 | +12.7% | 0.01% | +25.0% |
Q2 2023 | $3,144,364 | -2.1% | 128,973 | -1.5% | 0.00% | 0.0% |
Q1 2023 | $3,213,188 | -25.0% | 130,990 | -25.6% | 0.00% | -33.3% |
Q4 2022 | $4,282,737 | +18.7% | 176,100 | +17.8% | 0.01% | 0.0% |
Q3 2022 | $3,608,000 | +81.4% | 149,520 | +85.7% | 0.01% | +100.0% |
Q2 2022 | $1,989,000 | -2.0% | 80,534 | +0.2% | 0.00% | 0.0% |
Q1 2022 | $2,030,000 | +37.3% | 80,364 | +43.6% | 0.00% | +50.0% |
Q4 2021 | $1,479,000 | +4.3% | 55,970 | +6.0% | 0.00% | -33.3% |
Q3 2021 | $1,418,000 | +2.5% | 52,822 | +3.0% | 0.00% | 0.0% |
Q2 2021 | $1,384,000 | +40.2% | 51,281 | +39.4% | 0.00% | +50.0% |
Q1 2021 | $987,000 | +21.0% | 36,776 | +23.4% | 0.00% | 0.0% |
Q4 2020 | $816,000 | +63.2% | 29,808 | +61.7% | 0.00% | +100.0% |
Q3 2020 | $500,000 | +47.1% | 18,434 | +46.2% | 0.00% | 0.0% |
Q2 2020 | $340,000 | +48.5% | 12,605 | +37.4% | 0.00% | 0.0% |
Q1 2020 | $229,000 | -45.6% | 9,171 | -43.5% | 0.00% | 0.0% |
Q4 2019 | $421,000 | -39.5% | 16,240 | -39.6% | 0.00% | -66.7% |
Q3 2019 | $696,000 | +65.3% | 26,884 | +63.5% | 0.00% | +50.0% |
Q2 2019 | $421,000 | +63.2% | 16,438 | +58.7% | 0.00% | +100.0% |
Q1 2019 | $258,000 | +163.3% | 10,355 | +149.3% | 0.00% | – |
Q4 2018 | $98,000 | +250.0% | 4,153 | +255.0% | 0.00% | – |
Q1 2018 | $28,000 | – | 1,170 | – | 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% |