ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 195 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,810,230 | +11.4% | 320,485 | +11.4% | 0.01% | +11.1% |
| Q2 2023 | $7,010,925 | +23.4% | 287,569 | +24.1% | 0.01% | +12.5% |
| Q1 2023 | $5,682,771 | +60.8% | 231,666 | +59.4% | 0.01% | +60.0% |
| Q4 2022 | $3,533,778 | +18.7% | 145,303 | +17.8% | 0.01% | 0.0% |
| Q3 2022 | $2,977,000 | +99.8% | 123,363 | +104.5% | 0.01% | +150.0% |
| Q2 2022 | $1,490,000 | +380.6% | 60,334 | +390.7% | 0.00% | – |
| Q1 2022 | $310,000 | -12.2% | 12,296 | -8.1% | 0.00% | -100.0% |
| Q4 2021 | $353,000 | -4.9% | 13,379 | -3.3% | 0.00% | 0.0% |
| Q3 2021 | $371,000 | -0.5% | 13,839 | +0.0% | 0.00% | 0.0% |
| Q2 2021 | $373,000 | – | 13,836 | – | 0.00% | – |
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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% |