ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 110 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $5 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $5 | 0.0% | 200 | 0.0% | 0.00% | -33.3% |
Q4 2022 | $5 | -99.9% | 200 | 0.0% | 0.00% | +50.0% |
Q3 2022 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $5,000 | -99.5% | 200 | -99.5% | 0.00% | -99.4% |
Q1 2022 | $972,000 | +1115.0% | 38,479 | +1172.0% | 0.36% | +1185.7% |
Q4 2021 | $80,000 | -1.2% | 3,025 | 0.0% | 0.03% | -3.4% |
Q3 2021 | $81,000 | +42.1% | 3,025 | +44.0% | 0.03% | +38.1% |
Q2 2021 | $57,000 | +1.8% | 2,100 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $56,000 | -1.8% | 2,100 | 0.0% | 0.02% | -4.5% |
Q4 2020 | $57,000 | 0.0% | 2,100 | 0.0% | 0.02% | -8.3% |
Q3 2020 | $57,000 | 0.0% | 2,100 | 0.0% | 0.02% | -4.0% |
Q2 2020 | $57,000 | +9.6% | 2,100 | 0.0% | 0.02% | -13.8% |
Q1 2020 | $52,000 | +940.0% | 2,100 | +950.0% | 0.03% | +1350.0% |
Q4 2019 | $5,000 | – | 200 | – | 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% |