ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,333 | +491.9% | 259,874 | +491.9% | 0.04% | +457.1% |
| Q2 2023 | $1,070 | +42.1% | 43,908 | +43.0% | 0.01% | +40.0% |
| Q1 2023 | $753 | +419.3% | 30,715 | +413.7% | 0.01% | +400.0% |
| Q4 2022 | $145 | -99.9% | 5,979 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $144,000 | -2.7% | 5,979 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $148,000 | +1245.5% | 5,979 | +1249.7% | 0.00% | – |
| Q1 2022 | $11,000 | -8.3% | 443 | 0.0% | 0.00% | – |
| Q4 2021 | $12,000 | 0.0% | 443 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | 0.0% | 443 | 0.0% | 0.00% | – |
| Q1 2021 | $12,000 | 0.0% | 443 | 0.0% | 0.00% | – |
| Q4 2020 | $12,000 | 0.0% | 443 | 0.0% | 0.00% | – |
| Q3 2020 | $12,000 | 0.0% | 443 | 0.0% | 0.00% | – |
| Q2 2020 | $12,000 | 0.0% | 443 | 0.0% | 0.00% | – |
| Q1 2020 | $12,000 | 0.0% | 443 | 0.0% | 0.00% | – |
| Q4 2019 | $12,000 | 0.0% | 443 | 0.0% | 0.00% | – |
| Q3 2019 | $12,000 | 0.0% | 443 | 0.0% | 0.00% | – |
| Q2 2019 | $12,000 | 0.0% | 443 | 0.0% | 0.00% | – |
| Q1 2019 | $12,000 | -45.5% | 443 | -52.7% | 0.00% | -100.0% |
| Q4 2018 | $22,000 | -75.3% | 937 | -74.7% | 0.00% | -50.0% |
| Q3 2018 | $89,000 | -35.0% | 3,710 | -35.2% | 0.00% | -60.0% |
| Q2 2018 | $137,000 | – | 5,729 | – | 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% |