ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 59 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,311,953 | +124.3% | 217,971 | +124.4% | 0.00% | +100.0% |
| Q2 2023 | $2,368,493 | -70.8% | 97,149 | -70.6% | 0.00% | -66.7% |
| Q1 2023 | $8,103,093 | -28.5% | 330,334 | -29.1% | 0.00% | -40.0% |
| Q4 2022 | $11,332,634 | -31.6% | 465,980 | -32.2% | 0.01% | -28.6% |
| Q3 2022 | $16,576,000 | +112.7% | 686,963 | +122.6% | 0.01% | +133.3% |
| Q1 2022 | $7,792,000 | +4.0% | 308,582 | +8.9% | 0.00% | +50.0% |
| Q4 2021 | $7,489,000 | +1963.1% | 283,464 | +1995.1% | 0.00% | – |
| Q1 2021 | $363,000 | -76.9% | 13,530 | -76.4% | 0.00% | -100.0% |
| Q4 2020 | $1,569,000 | -26.3% | 57,308 | -27.0% | 0.00% | 0.0% |
| Q3 2020 | $2,129,000 | -27.3% | 78,488 | -27.7% | 0.00% | -50.0% |
| Q2 2020 | $2,930,000 | -85.3% | 108,597 | -86.4% | 0.00% | -89.5% |
| Q1 2020 | $19,956,000 | +53.8% | 799,204 | +59.8% | 0.02% | +5.6% |
| Q4 2019 | $12,974,000 | +1078.4% | 500,155 | +1075.8% | 0.02% | +800.0% |
| Q3 2019 | $1,101,000 | -38.2% | 42,538 | -38.8% | 0.00% | -33.3% |
| Q2 2019 | $1,781,000 | -54.0% | 69,530 | -55.3% | 0.00% | -50.0% |
| Q1 2019 | $3,873,000 | +151.5% | 155,717 | +141.8% | 0.01% | +100.0% |
| Q3 2018 | $1,540,000 | +27.0% | 64,394 | +32.9% | 0.00% | 0.0% |
| Q4 2017 | $1,213,000 | +162.0% | 48,459 | +163.2% | 0.00% | +200.0% |
| Q3 2017 | $463,000 | -57.8% | 18,413 | -58.1% | 0.00% | -75.0% |
| Q2 2017 | $1,097,000 | +314.0% | 43,905 | +308.2% | 0.00% | +300.0% |
| Q1 2017 | $265,000 | -76.3% | 10,757 | -75.4% | 0.00% | -83.3% |
| Q2 2016 | $1,120,000 | +139.3% | 43,713 | +132.4% | 0.01% | +100.0% |
| Q1 2016 | $468,000 | -40.9% | 18,807 | -43.1% | 0.00% | -40.0% |
| Q4 2015 | $792,000 | – | 33,024 | – | 0.01% | – |
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% |