ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 77 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $9,000 | -10.0% | 355 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 355 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 355 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +11.1% | 355 | +5.3% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | 0.0% | 337 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | -79.5% | 337 | -80.9% | 0.00% | -83.3% |
| Q1 2020 | $44,000 | -42.9% | 1,767 | -40.3% | 0.01% | -25.0% |
| Q4 2019 | $77,000 | -1.3% | 2,958 | -2.4% | 0.01% | 0.0% |
| Q3 2019 | $78,000 | 0.0% | 3,032 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $78,000 | +21.9% | 3,032 | +12.0% | 0.01% | -38.5% |
| Q4 2018 | $64,000 | – | 2,708 | – | 0.01% | – |
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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% |