ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 209 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,238,654 | +501.3% | 50,827 | +510.5% | 0.09% | +481.2% |
| Q2 2022 | $206,000 | -30.2% | 8,325 | -28.7% | 0.02% | -20.0% |
| Q1 2022 | $295,000 | -3.0% | 11,680 | +1.7% | 0.02% | +5.3% |
| Q4 2021 | $304,000 | -1.3% | 11,490 | 0.0% | 0.02% | -9.5% |
| Q3 2021 | $308,000 | -0.6% | 11,490 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $310,000 | +20.2% | 11,490 | +19.4% | 0.02% | +15.8% |
| Q1 2021 | $258,000 | – | 9,620 | – | 0.02% | – |
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% |