ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,303,783 | -2.7% | 53,500 | -2.7% | 0.33% | -0.3% |
| Q2 2023 | $1,340,165 | -0.6% | 54,970 | +0.0% | 0.33% | -6.7% |
| Q1 2023 | $1,348,314 | -1.3% | 54,966 | -2.2% | 0.36% | -8.2% |
| Q4 2022 | $1,366,491 | -1.8% | 56,188 | -2.5% | 0.39% | -8.0% |
| Q3 2022 | $1,391,000 | -1.3% | 57,638 | +1.0% | 0.42% | +3.2% |
| Q2 2022 | $1,410,000 | -6.6% | 57,084 | -4.5% | 0.41% | +2.5% |
| Q1 2022 | $1,510,000 | -4.2% | 59,787 | +0.2% | 0.40% | -2.0% |
| Q4 2021 | $1,576,000 | -8.8% | 59,639 | -7.4% | 0.41% | -16.4% |
| Q3 2021 | $1,728,000 | – | 64,387 | – | 0.49% | – |
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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% |