ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,259,050 | +5.7% | 92,698 | +5.9% | 0.45% | +11.6% |
| Q2 2023 | $2,136,629 | +17.1% | 87,495 | +18.0% | 0.40% | +6.6% |
| Q1 2023 | $1,824,739 | +18.1% | 74,176 | +16.7% | 0.38% | +7.0% |
| Q4 2022 | $1,545,269 | -21.6% | 63,539 | -22.3% | 0.36% | -30.3% |
| Q3 2022 | $1,972,000 | -3.2% | 81,733 | -1.0% | 0.51% | -0.6% |
| Q2 2022 | $2,038,000 | -0.4% | 82,522 | +1.3% | 0.51% | +12.3% |
| Q1 2022 | $2,047,000 | +5.2% | 81,457 | +10.7% | 0.46% | +2.5% |
| Q4 2021 | $1,945,000 | -1.3% | 73,602 | +0.3% | 0.44% | -4.1% |
| Q3 2021 | $1,970,000 | +7.1% | 73,375 | +7.6% | 0.46% | +0.7% |
| Q2 2021 | $1,840,000 | +5.8% | 68,168 | +5.7% | 0.46% | -0.2% |
| Q1 2021 | $1,739,000 | +7.1% | 64,468 | +8.1% | 0.46% | +23.9% |
| Q4 2020 | $1,624,000 | -0.4% | 59,648 | -0.7% | 0.37% | -14.6% |
| Q3 2020 | $1,630,000 | +12.8% | 60,090 | +12.2% | 0.44% | +1.6% |
| Q2 2020 | $1,445,000 | +55.0% | 53,555 | +43.5% | 0.43% | +18.1% |
| Q1 2020 | $932,000 | +11.8% | 37,311 | +16.0% | 0.36% | +26.4% |
| Q4 2019 | $834,000 | +16.3% | 32,153 | +16.1% | 0.29% | +7.5% |
| Q3 2019 | $717,000 | +8.0% | 27,706 | +6.8% | 0.27% | +10.7% |
| Q2 2019 | $664,000 | +22.7% | 25,932 | +19.1% | 0.24% | +21.6% |
| Q1 2019 | $541,000 | +63.0% | 21,771 | +54.6% | 0.20% | +49.6% |
| Q4 2018 | $332,000 | +19.4% | 14,080 | +21.3% | 0.13% | +31.7% |
| Q3 2018 | $278,000 | +28.1% | 11,608 | +27.9% | 0.10% | +32.9% |
| Q2 2018 | $217,000 | +60.7% | 9,079 | +68.0% | 0.08% | +35.7% |
| Q1 2018 | $135,000 | +800.0% | 5,405 | +802.3% | 0.06% | +833.3% |
| Q1 2017 | $15,000 | – | 599 | – | 0.01% | – |
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% |