ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 77 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,414 | +3.1% | 58,007 | +3.2% | 0.30% | +6.7% |
| Q2 2023 | $1,371 | +1.8% | 56,217 | +2.3% | 0.28% | -6.6% |
| Q1 2023 | $1,347 | +64.7% | 54,932 | +63.4% | 0.30% | +54.1% |
| Q4 2022 | $818 | -99.9% | 33,622 | +43.2% | 0.20% | +33.3% |
| Q3 2022 | $567,000 | +2.3% | 23,477 | +4.7% | 0.15% | +5.0% |
| Q2 2022 | $554,000 | -2.1% | 22,417 | 0.0% | 0.14% | +18.6% |
| Q1 2022 | $566,000 | -0.5% | 22,417 | +4.1% | 0.12% | +1.7% |
| Q4 2021 | $569,000 | -1.4% | 21,542 | +0.2% | 0.12% | -6.5% |
| Q3 2021 | $577,000 | +0.9% | 21,492 | +1.4% | 0.12% | -1.6% |
| Q2 2021 | $572,000 | +2.7% | 21,202 | +2.2% | 0.13% | -6.7% |
| Q1 2021 | $557,000 | +4.1% | 20,750 | +6.2% | 0.14% | -2.2% |
| Q4 2020 | $535,000 | +6.2% | 19,530 | +5.1% | 0.14% | -4.8% |
| Q3 2020 | $504,000 | -0.4% | 18,590 | -0.9% | 0.14% | -6.5% |
| Q2 2020 | $506,000 | +8.1% | 18,750 | 0.0% | 0.16% | -12.9% |
| Q1 2020 | $468,000 | -3.9% | 18,750 | 0.0% | 0.18% | +18.7% |
| Q4 2019 | $487,000 | +1.2% | 18,750 | +0.8% | 0.15% | -8.0% |
| Q3 2019 | $481,000 | +1.1% | 18,605 | 0.0% | 0.16% | +5.2% |
| Q2 2019 | $476,000 | +6.0% | 18,605 | +3.1% | 0.16% | +2.0% |
| Q1 2019 | $449,000 | +34.8% | 18,045 | +27.8% | 0.15% | +20.6% |
| Q4 2018 | $333,000 | – | 14,120 | – | 0.13% | – |
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% |