ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 149 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,292,613 | +1.4% | 176,143 | +1.4% | 0.04% | +2.8% |
| Q2 2023 | $4,233,085 | -2.6% | 173,629 | -2.0% | 0.04% | -18.2% |
| Q1 2023 | $4,347,407 | +2.7% | 177,228 | +1.8% | 0.04% | -6.4% |
| Q4 2022 | $4,232,654 | +2779.4% | 174,040 | +2764.4% | 0.05% | +2250.0% |
| Q3 2022 | $147,000 | -1.3% | 6,076 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $149,000 | -2.0% | 6,050 | +0.4% | 0.00% | 0.0% |
| Q1 2022 | $152,000 | -4.4% | 6,027 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $159,000 | -0.6% | 6,013 | +0.6% | 0.00% | -33.3% |
| Q3 2021 | $160,000 | -0.6% | 5,977 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $161,000 | +0.6% | 5,977 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $160,000 | -2.4% | 5,977 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $164,000 | – | 5,977 | – | 0.00% | – |
Download | ||||||
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% |