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 | $6,323,961 | +13.7% | 259,498 | +13.8% | 1.32% | +15.7% |
| Q2 2023 | $5,560,127 | +11.5% | 228,061 | +12.2% | 1.14% | +3.8% |
| Q1 2023 | $4,987,268 | +32.8% | 203,313 | +31.7% | 1.10% | +23.0% |
| Q4 2022 | $3,755,081 | -13.7% | 154,403 | -14.3% | 0.90% | -18.7% |
| Q3 2022 | $4,349,000 | +11.8% | 180,224 | +14.5% | 1.10% | +22.7% |
| Q2 2022 | $3,889,000 | +135.1% | 157,431 | +140.3% | 0.90% | +165.4% |
| Q1 2022 | $1,654,000 | +254.2% | 65,506 | +270.5% | 0.34% | +252.1% |
| Q4 2021 | $467,000 | +24.2% | 17,681 | +26.2% | 0.10% | +14.3% |
| Q3 2021 | $376,000 | – | 14,013 | – | 0.08% | – |
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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% |