ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 68 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,585,520 | +77.8% | 188,163 | +77.9% | 0.00% | 0.0% |
| Q2 2023 | $2,578,582 | +6.4% | 105,767 | +7.1% | 0.00% | 0.0% |
| Q1 2023 | $2,422,427 | +5.9% | 98,754 | +5.0% | 0.00% | 0.0% |
| Q4 2022 | $2,286,818 | +3.9% | 94,030 | +3.0% | 0.00% | 0.0% |
| Q3 2022 | $2,202,000 | +3.0% | 91,248 | +5.5% | 0.00% | – |
| Q2 2022 | $2,137,000 | +0.8% | 86,514 | +3.0% | 0.00% | – |
| Q1 2022 | $2,120,000 | +11.3% | 83,967 | +16.5% | 0.00% | – |
| Q4 2021 | $1,904,000 | +4.0% | 72,075 | +5.7% | 0.00% | – |
| Q3 2021 | $1,830,000 | +0.6% | 68,159 | +1.1% | 0.00% | – |
| Q2 2021 | $1,819,000 | -43.4% | 67,405 | -43.7% | 0.00% | -100.0% |
| Q1 2021 | $3,215,000 | +11.8% | 119,824 | +14.1% | 0.00% | 0.0% |
| Q4 2020 | $2,875,000 | +1.7% | 105,058 | +0.8% | 0.00% | 0.0% |
| Q3 2020 | $2,827,000 | +8.3% | 104,186 | +7.7% | 0.00% | 0.0% |
| Q2 2020 | $2,610,000 | +12.9% | 96,725 | +4.5% | 0.00% | 0.0% |
| Q1 2020 | $2,312,000 | -5.3% | 92,590 | -1.6% | 0.00% | 0.0% |
| Q4 2019 | $2,441,000 | -5.9% | 94,117 | -6.1% | 0.00% | 0.0% |
| Q3 2019 | $2,595,000 | +17.7% | 100,257 | +16.5% | 0.00% | 0.0% |
| Q2 2019 | $2,204,000 | +27.9% | 86,086 | +24.3% | 0.00% | – |
| Q1 2019 | $1,723,000 | +127.6% | 69,246 | +115.7% | 0.00% | – |
| Q4 2018 | $757,000 | +51.1% | 32,104 | +53.2% | 0.00% | – |
| Q3 2018 | $501,000 | +22.8% | 20,960 | +23.1% | 0.00% | – |
| Q2 2018 | $408,000 | +38.3% | 17,032 | +39.9% | 0.00% | – |
| Q1 2018 | $295,000 | +41.1% | 12,175 | +45.7% | 0.00% | – |
| Q4 2017 | $209,000 | – | 8,355 | – | 0.00% | – |
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% |