ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 25 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $153,000 | -8.4% | 5,981 | -11.1% | 0.05% | -13.3% |
| Q1 2019 | $167,000 | +5.0% | 6,731 | 0.0% | 0.06% | -15.5% |
| Q4 2018 | $159,000 | -3.0% | 6,731 | -1.8% | 0.07% | +31.5% |
| Q3 2018 | $164,000 | 0.0% | 6,856 | 0.0% | 0.05% | -19.4% |
| Q2 2018 | $164,000 | -17.2% | 6,856 | -15.9% | 0.07% | +15.5% |
| Q1 2018 | $198,000 | +141.5% | 8,154 | +147.9% | 0.06% | +123.1% |
| Q4 2017 | $82,000 | -36.4% | 3,289 | -35.7% | 0.03% | -50.0% |
| Q3 2017 | $129,000 | 0.0% | 5,114 | 0.0% | 0.05% | -3.7% |
| Q2 2017 | $129,000 | +3.2% | 5,114 | +2.5% | 0.05% | -1.8% |
| Q1 2017 | $125,000 | +108.3% | 4,989 | +101.5% | 0.06% | +120.0% |
| Q4 2016 | $60,000 | -4.8% | 2,476 | 0.0% | 0.02% | -30.6% |
| Q3 2016 | $63,000 | -1.6% | 2,476 | 0.0% | 0.04% | -10.0% |
| Q2 2016 | $64,000 | +3.2% | 2,476 | 0.0% | 0.04% | -23.1% |
| Q1 2016 | $62,000 | +5.1% | 2,476 | 0.0% | 0.05% | -10.3% |
| Q4 2015 | $59,000 | – | 2,476 | – | 0.06% | – |
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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% |