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 | $998,512 | +1.8% | 40,973 | +1.9% | 0.10% | 0.0% |
Q2 2023 | $980,637 | -0.4% | 40,223 | +0.2% | 0.10% | -9.0% |
Q1 2023 | $984,953 | +24.6% | 40,153 | +23.6% | 0.11% | +22.0% |
Q4 2022 | $790,230 | +59.6% | 32,493 | +58.5% | 0.09% | +46.8% |
Q3 2022 | $495,000 | -2.2% | 20,500 | 0.0% | 0.06% | -3.1% |
Q2 2022 | $506,000 | -2.3% | 20,500 | 0.0% | 0.06% | +20.8% |
Q1 2022 | $518,000 | -2.4% | 20,500 | +2.0% | 0.05% | -5.4% |
Q4 2021 | $531,000 | +50.0% | 20,100 | +52.3% | 0.06% | +33.3% |
Q3 2021 | $354,000 | +4.1% | 13,200 | +4.8% | 0.04% | +5.0% |
Q2 2021 | $340,000 | -6.8% | 12,600 | -7.4% | 0.04% | -16.7% |
Q1 2021 | $365,000 | -3.9% | 13,600 | -2.2% | 0.05% | -12.7% |
Q4 2020 | $380,000 | +12.4% | 13,900 | +11.5% | 0.06% | 0.0% |
Q3 2020 | $338,000 | +17.0% | 12,470 | +16.5% | 0.06% | +3.8% |
Q2 2020 | $289,000 | +19.9% | 10,700 | +15.1% | 0.05% | +29.3% |
Q4 2019 | $241,000 | 0.0% | 9,300 | 0.0% | 0.04% | -12.8% |
Q3 2019 | $241,000 | +1.3% | 9,300 | 0.0% | 0.05% | -2.1% |
Q2 2019 | $238,000 | +3.0% | 9,300 | 0.0% | 0.05% | -2.0% |
Q1 2019 | $231,000 | +5.5% | 9,300 | 0.0% | 0.05% | -10.9% |
Q4 2018 | $219,000 | -1.4% | 9,300 | 0.0% | 0.06% | +14.6% |
Q3 2018 | $222,000 | -0.4% | 9,300 | 0.0% | 0.05% | -9.4% |
Q2 2018 | $223,000 | -1.3% | 9,300 | 0.0% | 0.05% | -5.4% |
Q1 2018 | $226,000 | – | 9,300 | – | 0.06% | – |
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% |