ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 97 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,611 | -7.2% | 189,191 | -7.2% | 0.02% | 0.0% |
| Q2 2023 | $4,969 | -26.8% | 203,799 | -26.3% | 0.02% | -39.3% |
| Q1 2023 | $6,786 | +3.9% | 276,629 | +3.0% | 0.03% | +12.0% |
| Q4 2022 | $6,531 | -99.9% | 268,549 | -11.8% | 0.02% | -19.4% |
| Q3 2022 | $7,345,000 | -0.8% | 304,396 | +1.0% | 0.03% | -6.1% |
| Q2 2022 | $7,406,000 | -5.8% | 301,306 | -3.3% | 0.03% | -2.9% |
| Q1 2022 | $7,866,000 | -24.3% | 311,530 | -20.8% | 0.03% | -15.0% |
| Q4 2021 | $10,388,000 | +6.2% | 393,177 | +7.9% | 0.04% | -4.8% |
| Q3 2021 | $9,779,000 | +8.6% | 364,258 | +9.2% | 0.04% | +5.0% |
| Q2 2021 | $9,007,000 | +21.3% | 333,699 | +20.6% | 0.04% | +11.1% |
| Q1 2021 | $7,425,000 | +9.5% | 276,750 | +11.7% | 0.04% | +9.1% |
| Q4 2020 | $6,780,000 | +9.0% | 247,709 | +8.1% | 0.03% | -5.7% |
| Q3 2020 | $6,219,000 | +39.2% | 229,213 | +38.4% | 0.04% | +25.0% |
| Q2 2020 | $4,468,000 | +89.2% | 165,592 | +75.1% | 0.03% | +47.4% |
| Q1 2020 | $2,361,000 | +18.8% | 94,568 | +23.4% | 0.02% | +46.2% |
| Q4 2019 | $1,988,000 | +4.6% | 76,639 | +4.4% | 0.01% | -7.1% |
| Q3 2019 | $1,900,000 | +4.5% | 73,421 | +3.4% | 0.01% | 0.0% |
| Q2 2019 | $1,819,000 | +9.4% | 71,027 | +6.2% | 0.01% | 0.0% |
| Q1 2019 | $1,663,000 | – | 66,878 | – | 0.01% | – |
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% |