ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,016,545 | +12.5% | 534,122 | +12.6% | 1.17% | +12.5% |
| Q2 2023 | $11,568,799 | -0.1% | 474,520 | +0.5% | 1.04% | -3.4% |
| Q1 2023 | $11,578,229 | +7.0% | 472,003 | +6.1% | 1.08% | -2.2% |
| Q4 2022 | $10,818,375 | +42.8% | 444,834 | +41.7% | 1.10% | +31.1% |
| Q3 2022 | $7,576,000 | +1.7% | 313,955 | +4.1% | 0.84% | +7.3% |
| Q2 2022 | $7,446,000 | +3412.3% | 301,454 | +3493.0% | 0.79% | +3830.0% |
| Q1 2022 | $212,000 | -5.8% | 8,390 | 0.0% | 0.02% | -13.0% |
| Q3 2021 | $225,000 | -0.4% | 8,390 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $226,000 | +0.4% | 8,390 | 0.0% | 0.02% | -8.0% |
| Q1 2021 | $225,000 | -2.2% | 8,390 | 0.0% | 0.02% | -7.4% |
| Q4 2020 | $230,000 | +127.7% | 8,390 | +125.8% | 0.03% | +107.7% |
| Q3 2020 | $101,000 | +1.0% | 3,716 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $100,000 | +7.5% | 3,716 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $93,000 | -3.1% | 3,716 | 0.0% | 0.02% | +6.7% |
| Q4 2019 | $96,000 | -87.7% | 3,716 | -87.7% | 0.02% | -88.2% |
| Q3 2019 | $779,000 | +1.0% | 30,110 | 0.0% | 0.13% | 0.0% |
| Q2 2019 | $771,000 | +2.9% | 30,110 | 0.0% | 0.13% | -2.3% |
| Q1 2019 | $749,000 | +5.3% | 30,110 | 0.0% | 0.13% | -4.4% |
| Q4 2018 | $711,000 | +6363.6% | 30,110 | +6727.7% | 0.14% | +6700.0% |
| Q2 2018 | $11,000 | 0.0% | 441 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | 0.0% | 441 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | – | 441 | – | 0.00% | – |
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% |