ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 82 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,255 | -8.0% | 11,500 | -8.0% | 0.10% | -4.7% |
| Q2 2023 | $304,750 | -0.6% | 12,500 | 0.0% | 0.11% | -6.1% |
| Q1 2023 | $306,625 | +0.9% | 12,500 | 0.0% | 0.11% | 0.0% |
| Q4 2022 | $304,000 | +0.7% | 12,500 | 0.0% | 0.11% | +2.7% |
| Q3 2022 | $302,000 | -2.3% | 12,500 | 0.0% | 0.11% | +5.7% |
| Q2 2022 | $309,000 | -2.2% | 12,500 | 0.0% | 0.10% | +22.1% |
| Q1 2022 | $316,000 | -4.2% | 12,500 | 0.0% | 0.09% | +4.9% |
| Q4 2021 | $330,000 | -1.8% | 12,500 | 0.0% | 0.08% | -9.9% |
| Q3 2021 | $336,000 | -0.3% | 12,500 | – | 0.09% | 0.0% |
| Q2 2021 | $337,000 | +0.6% | 0 | -100.0% | 0.09% | -7.1% |
| Q1 2021 | $335,000 | -2.0% | 12,500 | 0.0% | 0.10% | -7.5% |
| Q4 2020 | $342,000 | +0.9% | 12,500 | 0.0% | 0.11% | -9.4% |
| Q3 2020 | $339,000 | +0.6% | 12,500 | 0.0% | 0.12% | -10.0% |
| Q2 2020 | $337,000 | +8.0% | 12,500 | 0.0% | 0.13% | -15.6% |
| Q1 2020 | $312,000 | -10.9% | 12,500 | -7.4% | 0.15% | +18.5% |
| Q4 2019 | $350,000 | +0.3% | 13,500 | 0.0% | 0.13% | -7.1% |
| Q3 2019 | $349,000 | +0.9% | 13,500 | 0.0% | 0.14% | -5.4% |
| Q2 2019 | $346,000 | +3.0% | 13,500 | 0.0% | 0.15% | 0.0% |
| Q1 2019 | $336,000 | – | 13,500 | – | 0.15% | – |
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% |