ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 210 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $774,787 | -87.2% | 31,166 | -87.2% | 0.34% | -88.0% |
| Q1 2024 | $6,034,487 | -22.8% | 243,228 | -23.0% | 2.85% | -27.1% |
| Q4 2023 | $7,816,633 | -15.8% | 315,696 | -17.1% | 3.91% | +63.2% |
| Q3 2023 | $9,279,268 | -8.0% | 380,766 | -8.0% | 2.40% | -7.4% |
| Q2 2023 | $10,085,933 | +7.0% | 413,697 | +7.7% | 2.59% | +6.6% |
| Q1 2023 | $9,423,960 | +11.4% | 384,181 | +10.5% | 2.43% | +8.6% |
| Q4 2022 | $8,456,526 | +84.8% | 347,719 | +83.4% | 2.24% | +82.2% |
| Q3 2022 | $4,576,000 | -0.1% | 189,644 | +2.3% | 1.23% | +9.6% |
| Q2 2022 | $4,580,000 | +2.9% | 185,421 | +5.2% | 1.12% | +9.7% |
| Q1 2022 | $4,452,000 | +10.9% | 176,299 | +16.0% | 1.02% | +15.2% |
| Q4 2021 | $4,016,000 | – | 151,991 | – | 0.89% | – |
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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% |