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% | – |
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% |