ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 129 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $759,954 | -0.4% | 31,184 | -0.3% | 0.01% | 0.0% |
| Q2 2023 | $762,704 | +101729.6% | 31,284 | +2.4% | 0.01% | 0.0% |
| Q1 2023 | $749 | +18.0% | 30,556 | +17.0% | 0.01% | +16.7% |
| Q4 2022 | $635 | -99.9% | 26,110 | +25.1% | 0.01% | +20.0% |
| Q3 2022 | $504,000 | -4.0% | 20,865 | -1.8% | 0.01% | 0.0% |
| Q2 2022 | $525,000 | +102.7% | 21,249 | +107.3% | 0.01% | +150.0% |
| Q1 2022 | $259,000 | -5.5% | 10,249 | -1.1% | 0.00% | 0.0% |
| Q4 2021 | $274,000 | -1.4% | 10,365 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $278,000 | -0.7% | 10,365 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $280,000 | +2.2% | 10,365 | +1.6% | 0.00% | 0.0% |
| Q1 2021 | $274,000 | -2.1% | 10,205 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $280,000 | 0.0% | 10,205 | -1.1% | 0.00% | 0.0% |
| Q3 2020 | $280,000 | +8.5% | 10,315 | +7.8% | 0.00% | 0.0% |
| Q2 2020 | $258,000 | – | 9,565 | – | 0.00% | – |
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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% |