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 | $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 | 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% |