ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 270 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $544 | +18.5% | 22,321 | +18.5% | 0.11% | +22.0% |
| Q2 2023 | $459 | -0.6% | 18,840 | 0.0% | 0.09% | -3.2% |
| Q1 2023 | $462 | +0.9% | 18,840 | 0.0% | 0.09% | -3.1% |
| Q4 2022 | $458 | -99.9% | 18,840 | +12.2% | 0.10% | -1.0% |
| Q3 2022 | $405,000 | +55.2% | 16,784 | +58.6% | 0.10% | +66.1% |
| Q2 2022 | $261,000 | -2.2% | 10,584 | 0.0% | 0.06% | +15.7% |
| Q1 2022 | $267,000 | -4.6% | 10,584 | 0.0% | 0.05% | -3.8% |
| Q4 2021 | $280,000 | -1.4% | 10,584 | 0.0% | 0.05% | -8.6% |
| Q3 2021 | $284,000 | -0.7% | 10,584 | 0.0% | 0.06% | -10.8% |
| Q2 2021 | $286,000 | +0.7% | 10,584 | 0.0% | 0.06% | -5.8% |
| Q1 2021 | $284,000 | -2.1% | 10,584 | 0.0% | 0.07% | -9.2% |
| Q4 2020 | $290,000 | +1.0% | 10,584 | 0.0% | 0.08% | -9.5% |
| Q3 2020 | $287,000 | +0.3% | 10,584 | 0.0% | 0.08% | -2.3% |
| Q2 2020 | $286,000 | +8.3% | 10,584 | 0.0% | 0.09% | +1.2% |
| Q1 2020 | $264,000 | -4.0% | 10,584 | 0.0% | 0.08% | +11.8% |
| Q4 2019 | $275,000 | +0.4% | 10,584 | 0.0% | 0.08% | -5.0% |
| Q3 2019 | $274,000 | +1.1% | 10,584 | 0.0% | 0.08% | -4.8% |
| Q2 2019 | $271,000 | +3.0% | 10,584 | 0.0% | 0.08% | -6.7% |
| Q1 2019 | $263,000 | +5.2% | 10,584 | 0.0% | 0.09% | -6.2% |
| Q4 2018 | $250,000 | – | 10,584 | – | 0.10% | – |
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% |