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 | $1,966,438 | -56.1% | 80,902 | -56.1% | 0.03% | -11.1% |
| Q2 2023 | $4,482,054 | +91.5% | 184,098 | +94.3% | 0.04% | -10.0% |
| Q1 2023 | $2,339,992 | +14.1% | 94,727 | +12.1% | 0.04% | +14.3% |
| Q4 2022 | $2,050,377 | -2.6% | 84,513 | -3.2% | 0.04% | -5.4% |
| Q3 2022 | $2,106,000 | -2.6% | 87,264 | +1.6% | 0.04% | +15.6% |
| Q1 2022 | $2,162,000 | +1.7% | 85,914 | +6.4% | 0.03% | -8.6% |
| Q4 2021 | $2,125,000 | +2.9% | 80,718 | +4.5% | 0.04% | +2.9% |
| Q3 2021 | $2,066,000 | -30.7% | 77,239 | -30.3% | 0.03% | -10.5% |
| Q2 2021 | $2,980,000 | +170.4% | 110,780 | +169.1% | 0.04% | +22.6% |
| Q1 2021 | $1,102,000 | +179.7% | 41,168 | +185.2% | 0.03% | +106.7% |
| Q4 2020 | $394,000 | – | 14,435 | – | 0.02% | – |
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% |