ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,306,973 | +0.7% | 258,801 | +0.7% | 0.02% | 0.0% |
| Q2 2023 | $6,265,457 | +106800.8% | 256,992 | +7.6% | 0.02% | 0.0% |
| Q1 2023 | $5,861 | +17.9% | 238,944 | +16.9% | 0.02% | +6.2% |
| Q4 2022 | $4,972 | -99.9% | 204,427 | +10.2% | 0.02% | -11.1% |
| Q3 2022 | $4,478,000 | +4.3% | 185,587 | +6.7% | 0.02% | 0.0% |
| Q2 2022 | $4,295,000 | -11.9% | 173,905 | -10.0% | 0.02% | 0.0% |
| Q1 2022 | $4,877,000 | +2.5% | 193,153 | +7.3% | 0.02% | -10.0% |
| Q4 2021 | $4,756,000 | +5.0% | 180,018 | +6.7% | 0.02% | -16.7% |
| Q3 2021 | $4,529,000 | -11.9% | 168,716 | -11.5% | 0.02% | -25.0% |
| Q2 2021 | $5,143,000 | -2.0% | 190,566 | -2.6% | 0.03% | -13.5% |
| Q1 2021 | $5,247,000 | -3.7% | 195,570 | -1.8% | 0.04% | -11.9% |
| Q4 2020 | $5,449,000 | +34.9% | 199,077 | +33.7% | 0.04% | +10.5% |
| Q3 2020 | $4,040,000 | +36.9% | 148,901 | +36.1% | 0.04% | +26.7% |
| Q2 2020 | $2,951,000 | +23.4% | 109,392 | +14.2% | 0.03% | 0.0% |
| Q1 2020 | $2,392,000 | -14.9% | 95,803 | -11.6% | 0.03% | +3.4% |
| Q4 2019 | $2,810,000 | +10.7% | 108,344 | +10.5% | 0.03% | -3.3% |
| Q3 2019 | $2,539,000 | +129.4% | 98,090 | +127.0% | 0.03% | +130.8% |
| Q2 2019 | $1,107,000 | +15.9% | 43,219 | +12.5% | 0.01% | -7.1% |
| Q1 2019 | $955,000 | +12.4% | 38,413 | +6.6% | 0.01% | -6.7% |
| Q4 2018 | $850,000 | -48.8% | 36,038 | -48.1% | 0.02% | -65.1% |
| Q3 2018 | $1,661,000 | -34.1% | 69,472 | -34.0% | 0.04% | -39.4% |
| Q2 2018 | $2,521,000 | +4.8% | 105,332 | +6.3% | 0.07% | -17.4% |
| Q1 2018 | $2,405,000 | -3.2% | 99,075 | -0.2% | 0.09% | -10.4% |
| Q4 2017 | $2,484,000 | -7.3% | 99,238 | -6.9% | 0.10% | -20.7% |
| Q3 2017 | $2,681,000 | +6.7% | 106,649 | +6.0% | 0.12% | +2.5% |
| Q2 2017 | $2,513,000 | -8.2% | 100,599 | -9.3% | 0.12% | -0.8% |
| Q1 2017 | $2,736,000 | +19.3% | 110,894 | +17.7% | 0.12% | +12.3% |
| Q4 2016 | $2,293,000 | +2288.5% | 94,194 | +2415.2% | 0.11% | +2020.0% |
| Q3 2016 | $96,000 | – | 3,745 | – | 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% |