ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 337 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,307,107 | +19.8% | 92,804 | +19.5% | 0.19% | +20.3% |
| Q1 2024 | $1,926,521 | +23.1% | 77,651 | +22.8% | 0.16% | +16.2% |
| Q4 2023 | $1,565,179 | +46.7% | 63,214 | +44.3% | 0.14% | +34.7% |
| Q3 2023 | $1,067,277 | -0.0% | 43,795 | +0.0% | 0.10% | +2.0% |
| Q2 2023 | $1,067,566 | +0.5% | 43,789 | +1.1% | 0.10% | -3.9% |
| Q1 2023 | $1,062,345 | – | 43,308 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 326,446 | $8,466,000 | 4.07% |
| PFG Private Wealth Management, LLC | 114,473 | $2,969,000 | 2.65% |
| RVW Wealth, LLC | 379,614 | $9,847,000 | 2.15% |
| Signature Wealth Management Group | 115,898 | $3,006,000 | 1.90% |
| Gateway Advisory, LLC | 281,776 | $7,309,000 | 1.80% |
| Aptus Capital Advisors, LLC | 967,675 | $25,101,000 | 1.78% |
| Day & Ennis, LLC | 122,090 | $3,167,000 | 1.55% |
| Motley Fool Wealth Management, LLC | 966,477 | $25,070,000 | 1.50% |
| Capital Investment Advisors, LLC | 1,074,360 | $28,016,000 | 1.35% |
| SIGMA INVESTMENT COUNSELORS INC | 437,341 | $11,345,000 | 1.19% |