ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 271 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,348,023 | +10.4% | 577,153 | +10.2% | 0.02% | +7.1% |
| Q1 2024 | $12,997,591 | +30.7% | 523,885 | +30.5% | 0.01% | -22.2% |
| Q4 2023 | $9,943,337 | +27.3% | 401,589 | +25.3% | 0.02% | +80.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 326,446 | $8,466,000 | 4.07% |
| PFG Private Wealth Management, LLC | 114,473 | $2,969,000 | 2.65% |
| RVW Wealth, LLC | 379,614 | $9,847,000 | 2.15% |
| Signature Wealth Management Group | 115,898 | $3,006,000 | 1.90% |
| Gateway Advisory, LLC | 281,776 | $7,309,000 | 1.80% |
| Aptus Capital Advisors, LLC | 967,675 | $25,101,000 | 1.78% |
| Day & Ennis, LLC | 122,090 | $3,167,000 | 1.55% |
| Motley Fool Wealth Management, LLC | 966,477 | $25,070,000 | 1.50% |
| Capital Investment Advisors, LLC | 1,074,360 | $28,016,000 | 1.35% |
| SIGMA INVESTMENT COUNSELORS INC | 437,341 | $11,345,000 | 1.19% |