ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 161 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,347,857 | +3.1% | 301,512 | +3.1% | 0.03% | 0.0% |
| Q2 2023 | $7,129,867 | +9.9% | 292,447 | +10.6% | 0.03% | -3.4% |
| Q1 2023 | $6,487,532 | +56.5% | 264,473 | +55.2% | 0.03% | +38.1% |
| Q4 2022 | $4,144,346 | +237.2% | 170,409 | +234.7% | 0.02% | +200.0% |
| Q3 2022 | $1,229,000 | +0.9% | 50,913 | +3.3% | 0.01% | -12.5% |
| Q2 2022 | $1,218,000 | +7.5% | 49,309 | +9.9% | 0.01% | +14.3% |
| Q1 2022 | $1,133,000 | -1.7% | 44,877 | +2.8% | 0.01% | -12.5% |
| Q4 2021 | $1,153,000 | -2.1% | 43,639 | -0.6% | 0.01% | -20.0% |
| Q3 2021 | $1,178,000 | -8.5% | 43,893 | -8.0% | 0.01% | -16.7% |
| Q2 2021 | $1,288,000 | +3.9% | 47,735 | +3.3% | 0.01% | -7.7% |
| Q1 2021 | $1,240,000 | +23.1% | 46,220 | +25.6% | 0.01% | 0.0% |
| Q4 2020 | $1,007,000 | +4.5% | 36,787 | +3.7% | 0.01% | -18.8% |
| Q3 2020 | $964,000 | +15.9% | 35,484 | +15.2% | 0.02% | +14.3% |
| Q2 2020 | $832,000 | +58.8% | 30,801 | +45.6% | 0.01% | +16.7% |
| Q1 2020 | $524,000 | -5.1% | 21,159 | -0.4% | 0.01% | +33.3% |
| Q4 2019 | $552,000 | – | 21,247 | – | 0.01% | – |
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% |