ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 161 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,543,822 | -1.8% | 186,451 | -1.7% | 2.64% | +6.2% |
| Q2 2023 | $4,625,294 | -0.3% | 189,717 | +0.3% | 2.48% | -2.5% |
| Q1 2023 | $4,640,388 | +0.2% | 189,172 | -0.7% | 2.55% | -4.2% |
| Q4 2022 | $4,631,073 | -5.1% | 190,422 | -5.9% | 2.66% | -0.8% |
| Q3 2022 | $4,881,000 | +1.0% | 202,275 | +3.4% | 2.68% | +5.9% |
| Q2 2022 | $4,833,000 | +7.1% | 195,652 | +9.4% | 2.53% | +21.7% |
| Q1 2022 | $4,514,000 | +25.4% | 178,772 | +31.2% | 2.08% | +29.5% |
| Q4 2021 | $3,600,000 | +12.1% | 136,254 | +13.9% | 1.61% | +4.2% |
| Q3 2021 | $3,212,000 | +22.9% | 119,632 | +23.6% | 1.54% | +26.0% |
| Q2 2021 | $2,613,000 | – | 96,801 | – | 1.22% | – |
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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% |