ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 29 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 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% |