ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 274 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $26,419,094 | +3.4% | 1,083,638 | +4.1% | 2.07% | +1.3% |
| Q1 2023 | $25,543,641 | +8.3% | 1,041,323 | +7.3% | 2.04% | +6.2% |
| Q4 2022 | $23,595,690 | +1.0% | 970,218 | +0.2% | 1.92% | -8.3% |
| Q3 2022 | $23,364,000 | +16.3% | 968,277 | +19.0% | 2.10% | +23.0% |
| Q2 2022 | $20,089,000 | +3.4% | 813,349 | +5.7% | 1.70% | +13.2% |
| Q1 2022 | $19,428,000 | +1.8% | 769,454 | +6.5% | 1.50% | +0.3% |
| Q4 2021 | $19,084,000 | +755.4% | 722,345 | +769.0% | 1.50% | +673.2% |
| Q3 2021 | $2,231,000 | +95.2% | 83,126 | +96.2% | 0.19% | +98.0% |
| Q2 2021 | $1,143,000 | – | 42,376 | – | 0.10% | – |
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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% |