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 | $2,436,366 | +10.0% | 99,973 | +10.0% | 0.78% | +14.9% |
| Q2 2023 | $2,215,484 | +0.5% | 90,873 | +1.1% | 0.68% | +0.1% |
| Q1 2023 | $2,204,266 | +107477.6% | 89,860 | +6.6% | 0.68% | +3.0% |
| Q4 2022 | $2,049 | -99.9% | 84,270 | +3.9% | 0.66% | -0.5% |
| Q3 2022 | $1,957,000 | +5.7% | 81,116 | +8.2% | 0.66% | +14.4% |
| Q2 2022 | $1,852,000 | -4.1% | 74,972 | -2.0% | 0.58% | +11.6% |
| Q1 2022 | $1,931,000 | -4.3% | 76,490 | +0.1% | 0.52% | +2.8% |
| Q4 2021 | $2,018,000 | +2.3% | 76,386 | +4.0% | 0.50% | -2.1% |
| Q3 2021 | $1,972,000 | -2.8% | 73,448 | -2.3% | 0.52% | -1.5% |
| Q2 2021 | $2,029,000 | -0.9% | 75,165 | -1.5% | 0.52% | -7.9% |
| Q1 2021 | $2,047,000 | -0.8% | 76,284 | +1.2% | 0.57% | -5.8% |
| Q4 2020 | $2,064,000 | +6.9% | 75,407 | +6.0% | 0.60% | -6.8% |
| Q3 2020 | $1,930,000 | +0.5% | 71,157 | +0.0% | 0.65% | -9.1% |
| Q2 2020 | $1,920,000 | +16.6% | 71,146 | +7.9% | 0.71% | -3.0% |
| Q1 2020 | $1,647,000 | -29.9% | 65,967 | -27.1% | 0.73% | -0.5% |
| Q4 2019 | $2,349,000 | +0.9% | 90,550 | +0.7% | 0.74% | -3.9% |
| Q3 2019 | $2,328,000 | -9.3% | 89,957 | -10.2% | 0.77% | -7.1% |
| Q2 2019 | $2,566,000 | +5.3% | 100,187 | +2.2% | 0.83% | +2.9% |
| Q1 2019 | $2,437,000 | +34.3% | 97,989 | +27.5% | 0.80% | +25.0% |
| Q4 2018 | $1,814,000 | -9.2% | 76,862 | -8.0% | 0.64% | +1.1% |
| Q3 2018 | $1,997,000 | +25.9% | 83,520 | +26.0% | 0.64% | +19.5% |
| Q2 2018 | $1,586,000 | +278.5% | 66,262 | +284.0% | 0.53% | +280.0% |
| Q1 2018 | $419,000 | – | 17,256 | – | 0.14% | – |
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% |