ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 164 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,672,000 | +11.9% | 848,022 | +12.0% | 0.04% | +8.3% |
| Q2 2023 | $18,473,000 | +10.4% | 757,211 | +11.0% | 0.04% | -2.7% |
| Q1 2023 | $16,740,000 | +4.1% | 682,179 | +3.1% | 0.04% | 0.0% |
| Q4 2022 | $16,087,000 | +5.7% | 661,421 | +4.9% | 0.04% | -9.8% |
| Q3 2022 | $15,213,000 | +52.6% | 630,574 | +56.2% | 0.04% | +57.7% |
| Q2 2022 | $9,970,000 | -44.6% | 403,628 | -43.4% | 0.03% | -35.0% |
| Q1 2022 | $17,999,000 | -3.2% | 712,724 | +1.2% | 0.04% | -2.4% |
| Q4 2021 | $18,599,000 | +25.2% | 704,043 | +27.3% | 0.04% | +2.5% |
| Q3 2021 | $14,851,000 | +6.2% | 553,067 | +6.8% | 0.04% | -2.4% |
| Q2 2021 | $13,990,000 | +2.3% | 518,044 | +1.7% | 0.04% | -4.7% |
| Q1 2021 | $13,672,000 | +3.4% | 509,499 | +5.5% | 0.04% | -21.8% |
| Q4 2020 | $13,219,000 | +13.4% | 482,906 | +12.4% | 0.06% | -1.8% |
| Q3 2020 | $11,660,000 | +1575.3% | 429,579 | +1560.0% | 0.06% | +1300.0% |
| Q2 2020 | $696,000 | +89.1% | 25,878 | +76.5% | 0.00% | +100.0% |
| Q1 2020 | $368,000 | +3.4% | 14,659 | +7.3% | 0.00% | 0.0% |
| Q4 2019 | $356,000 | +0.6% | 13,659 | +0.1% | 0.00% | 0.0% |
| Q3 2019 | $354,000 | +1.1% | 13,645 | +0.1% | 0.00% | 0.0% |
| Q2 2019 | $350,000 | +74.1% | 13,635 | +69.9% | 0.00% | 0.0% |
| Q4 2017 | $201,000 | – | 8,023 | – | 0.00% | – |
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% |