ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 150 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $245,073 | +17.8% | 10,077 | +22.2% | 0.12% | +9.4% |
| Q1 2022 | $208,000 | -73.9% | 8,247 | -72.7% | 0.11% | -18.5% |
| Q4 2021 | $798,000 | +195.6% | 30,216 | +200.0% | 0.13% | -11.6% |
| Q3 2021 | $270,000 | +1.5% | 10,072 | +2.3% | 0.15% | +2.8% |
| Q2 2021 | $266,000 | -13.6% | 9,841 | -14.3% | 0.14% | -19.2% |
| Q1 2021 | $308,000 | -1.6% | 11,481 | +0.5% | 0.18% | -8.8% |
| Q4 2020 | $313,000 | +1.0% | 11,428 | 0.0% | 0.19% | -10.2% |
| Q3 2020 | $310,000 | +0.6% | 11,428 | 0.0% | 0.22% | -6.1% |
| Q2 2020 | $308,000 | +8.1% | 11,428 | 0.0% | 0.23% | -3.4% |
| Q1 2020 | $285,000 | -3.7% | 11,428 | 0.0% | 0.24% | +22.1% |
| Q4 2019 | $296,000 | 0.0% | 11,428 | 0.0% | 0.20% | -4.4% |
| Q3 2019 | $296,000 | -10.8% | 11,428 | -11.8% | 0.20% | -11.3% |
| Q2 2019 | $332,000 | -12.4% | 12,952 | -15.0% | 0.23% | -11.5% |
| Q1 2019 | $379,000 | +5.3% | 15,238 | 0.0% | 0.26% | -3.0% |
| Q4 2018 | $360,000 | -1.1% | 15,238 | 0.0% | 0.27% | +12.6% |
| Q3 2018 | $364,000 | -3.4% | 15,238 | -3.2% | 0.24% | -3.3% |
| Q2 2018 | $377,000 | -1.3% | 15,740 | 0.0% | 0.25% | -2.8% |
| Q1 2018 | $382,000 | -3.0% | 15,740 | 0.0% | 0.25% | +3.3% |
| Q4 2017 | $394,000 | +35.4% | 15,740 | +36.3% | 0.24% | +21.3% |
| Q3 2017 | $291,000 | +1.0% | 11,544 | 0.0% | 0.20% | -8.6% |
| Q2 2017 | $288,000 | +1.1% | 11,544 | 0.0% | 0.22% | +18.2% |
| Q1 2017 | $285,000 | +1.4% | 11,544 | 0.0% | 0.19% | -1.1% |
| Q4 2016 | $281,000 | – | 11,544 | – | 0.19% | – |
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% |