ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 290 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 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% |