ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 164 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,181,018 | +336.8% | 89,496 | +337.0% | 1.38% | +327.2% |
| Q2 2023 | $499,278 | +3.4% | 20,479 | +4.1% | 0.32% | -4.7% |
| Q1 2023 | $482,726 | +1.3% | 19,679 | +0.4% | 0.34% | -5.0% |
| Q4 2022 | $476,745 | +6.9% | 19,603 | +6.0% | 0.36% | +0.3% |
| Q3 2022 | $446,000 | -2.4% | 18,499 | 0.0% | 0.36% | +2.9% |
| Q2 2022 | $457,000 | -69.2% | 18,499 | -68.6% | 0.35% | -32.2% |
| Q1 2022 | $1,486,000 | +94.0% | 58,886 | +103.0% | 0.51% | +1.4% |
| Q4 2021 | $766,000 | +18.6% | 29,001 | +20.5% | 0.50% | +8.9% |
| Q3 2021 | $646,000 | – | 24,061 | – | 0.46% | – |
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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% |