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 | $4,901,495 | -5.3% | 201,128 | -5.2% | 1.10% | +0.5% |
Q2 2023 | $5,174,996 | -2.1% | 212,264 | -1.5% | 1.10% | -6.7% |
Q1 2023 | $5,283,902 | -0.9% | 215,406 | -1.7% | 1.18% | -5.5% |
Q4 2022 | $5,330,373 | -2.7% | 219,177 | -3.5% | 1.24% | -8.6% |
Q3 2022 | $5,481,000 | -4.4% | 227,130 | -2.2% | 1.36% | +6.6% |
Q2 2022 | $5,736,000 | – | 232,211 | – | 1.28% | – |
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% |