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 | $450,845 | -55.3% | 18,500 | -55.8% | 0.08% | -55.6% |
| Q3 2022 | $1,009,000 | -2.3% | 41,821 | 0.0% | 0.19% | -0.5% |
| Q2 2022 | $1,033,000 | -2.2% | 41,821 | 0.0% | 0.19% | +0.5% |
| Q1 2022 | $1,056,000 | +46.9% | 41,821 | +53.6% | 0.19% | +40.0% |
| Q4 2021 | $719,000 | -1.6% | 27,221 | 0.0% | 0.14% | -10.6% |
| Q3 2021 | $731,000 | -0.5% | 27,221 | 0.0% | 0.15% | -3.2% |
| Q2 2021 | $735,000 | +0.7% | 27,221 | 0.0% | 0.16% | -9.8% |
| Q1 2021 | $730,000 | -2.0% | 27,221 | 0.0% | 0.17% | -10.4% |
| Q4 2020 | $745,000 | +0.8% | 27,221 | 0.0% | 0.19% | -6.3% |
| Q3 2020 | $739,000 | +0.7% | 27,221 | 0.0% | 0.21% | +1.0% |
| Q2 2020 | $734,000 | +7.9% | 27,221 | 0.0% | 0.20% | -9.7% |
| Q1 2020 | $680,000 | -3.7% | 27,221 | 0.0% | 0.23% | +47.7% |
| Q4 2019 | $706,000 | +0.3% | 27,221 | 0.0% | 0.15% | -3.2% |
| Q3 2019 | $704,000 | +1.0% | 27,221 | 0.0% | 0.16% | +0.6% |
| Q2 2019 | $697,000 | +3.0% | 27,221 | 0.0% | 0.16% | -0.6% |
| Q1 2019 | $677,000 | +5.5% | 27,221 | 0.0% | 0.16% | -8.1% |
| Q4 2018 | $642,000 | -1.4% | 27,221 | 0.0% | 0.17% | +7.5% |
| Q3 2018 | $651,000 | 0.0% | 27,221 | 0.0% | 0.16% | +4.6% |
| Q2 2018 | $651,000 | – | 27,221 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 222,518 | $5,970,000 | 4.11% |
| Aptus Capital Advisors, LLC | 3,550,093 | $95,249,000 | 3.42% |
| RVW Wealth, LLC | 933,074 | $25,000,000 | 3.26% |
| TLWM | 296,858 | $7,963,000 | 3.02% |
| 4Thought Financial Group Inc. | 116,063 | $3,114,000 | 3.00% |
| Gateway Advisory, LLC | 304,624 | $8,173,000 | 2.07% |
| Sound View Wealth Advisors Group, LLC | 328,361 | $8,810,000 | 2.05% |
| Peloton Wealth Strategists | 161,200 | $4,325,000 | 2.03% |
| CAPITAL ADVISORS INC/OK | 2,258,399 | $60,593,000 | 1.98% |
| Signature Wealth Management Group | 124,377 | $3,337,000 | 1.96% |