ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 48 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,034,086 | -0.0% | 42,433 | 0.0% | 0.20% | +1.6% |
| Q2 2023 | $1,034,510 | -3.4% | 42,433 | -2.8% | 0.19% | -11.5% |
| Q1 2023 | $1,070,730 | -0.0% | 43,650 | -0.9% | 0.22% | -7.7% |
| Q4 2022 | $1,070,854 | +2.6% | 44,032 | +1.8% | 0.24% | -2.9% |
| Q3 2022 | $1,044,000 | -3.3% | 43,256 | -1.1% | 0.24% | +3.0% |
| Q2 2022 | $1,080,000 | -3.4% | 43,716 | -1.3% | 0.24% | +12.4% |
| Q1 2022 | $1,118,000 | -7.1% | 44,286 | -2.8% | 0.21% | -4.6% |
| Q4 2021 | $1,203,000 | -0.3% | 45,540 | +1.3% | 0.22% | -6.4% |
| Q3 2021 | $1,207,000 | -1.9% | 44,977 | -1.4% | 0.23% | -0.8% |
| Q2 2021 | $1,231,000 | -0.1% | 45,621 | -0.7% | 0.24% | -7.5% |
| Q1 2021 | $1,232,000 | -2.2% | 45,927 | -0.2% | 0.26% | -9.3% |
| Q4 2020 | $1,260,000 | +0.8% | 46,034 | -0.1% | 0.28% | -11.1% |
| Q3 2020 | $1,250,000 | +1.1% | 46,079 | +0.6% | 0.32% | -7.9% |
| Q2 2020 | $1,236,000 | +6.3% | 45,809 | -1.6% | 0.34% | -9.5% |
| Q1 2020 | $1,163,000 | -7.4% | 46,566 | -3.8% | 0.38% | +17.3% |
| Q4 2019 | $1,256,000 | +1.9% | 48,427 | +1.6% | 0.32% | -0.6% |
| Q3 2019 | $1,233,000 | +5.2% | 47,655 | +4.1% | 0.32% | +3.2% |
| Q2 2019 | $1,172,000 | +10.3% | 45,759 | +7.0% | 0.32% | +5.7% |
| Q1 2019 | $1,063,000 | +9.1% | 42,749 | +3.6% | 0.30% | -5.7% |
| Q4 2018 | $974,000 | +3.4% | 41,251 | +4.7% | 0.32% | +15.8% |
| Q3 2018 | $942,000 | +3.0% | 39,398 | +3.1% | 0.27% | +0.4% |
| Q2 2018 | $915,000 | +5.5% | 38,219 | +7.0% | 0.27% | 0.0% |
| Q1 2018 | $867,000 | +23.2% | 35,704 | +27.0% | 0.27% | +22.5% |
| Q4 2017 | $704,000 | +22.6% | 28,119 | +23.2% | 0.22% | +17.5% |
| Q3 2017 | $574,000 | +708.5% | 22,826 | +704.6% | 0.19% | +687.5% |
| Q2 2017 | $71,000 | – | 2,837 | – | 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% |