ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 97 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $845,400 | -63.8% | 34,676 | -63.5% | 0.02% | -60.9% |
| Q1 2023 | $2,333,465 | -19.8% | 95,127 | -20.5% | 0.05% | -43.9% |
| Q4 2022 | $2,910,739 | +174.1% | 119,685 | +171.9% | 0.08% | +148.5% |
| Q3 2022 | $1,062,000 | -45.9% | 44,010 | -44.6% | 0.03% | -40.0% |
| Q2 2022 | $1,964,000 | -5.6% | 79,505 | +0.9% | 0.06% | -36.0% |
| Q4 2021 | $2,081,000 | +86.5% | 78,772 | +90.5% | 0.09% | +7.5% |
| Q2 2020 | $1,116,000 | +114.6% | 41,349 | +98.5% | 0.08% | +81.8% |
| Q1 2020 | $520,000 | -84.1% | 20,833 | -83.5% | 0.04% | -89.2% |
| Q3 2019 | $3,269,000 | +982.5% | 126,316 | +970.5% | 0.41% | +971.1% |
| Q2 2019 | $302,000 | -31.2% | 11,800 | -33.1% | 0.04% | -47.9% |
| Q1 2019 | $439,000 | – | 17,643 | – | 0.07% | – |
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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% |