ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 150 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $825,972 | -18.6% | 33,879 | -18.1% | 0.08% | -21.0% |
| Q1 2023 | $1,015,224 | +9.2% | 41,387 | +8.2% | 0.10% | +4.0% |
| Q4 2022 | $929,924 | +35.0% | 38,237 | +34.0% | 0.10% | +23.2% |
| Q3 2022 | $689,000 | -7.1% | 28,543 | -5.0% | 0.08% | -3.5% |
| Q2 2022 | $742,000 | +62.4% | 30,033 | +66.1% | 0.08% | +73.5% |
| Q1 2022 | $457,000 | -4.4% | 18,086 | 0.0% | 0.05% | -2.0% |
| Q4 2021 | $478,000 | +7.4% | 18,086 | +9.0% | 0.05% | 0.0% |
| Q3 2021 | $445,000 | -0.7% | 16,586 | 0.0% | 0.05% | -5.7% |
| Q2 2021 | $448,000 | +10.6% | 16,586 | +9.9% | 0.05% | +1.9% |
| Q1 2021 | $405,000 | -1.9% | 15,096 | 0.0% | 0.05% | -10.3% |
| Q4 2020 | $413,000 | +14.7% | 15,096 | +13.8% | 0.06% | +1.8% |
| Q3 2020 | $360,000 | +0.6% | 13,263 | 0.0% | 0.06% | -6.6% |
| Q2 2020 | $358,000 | +8.2% | 13,263 | 0.0% | 0.06% | -10.3% |
| Q1 2020 | $331,000 | -3.8% | 13,263 | 0.0% | 0.07% | +11.5% |
| Q4 2019 | $344,000 | +0.3% | 13,263 | 0.0% | 0.06% | -10.3% |
| Q3 2019 | $343,000 | +0.9% | 13,263 | 0.0% | 0.07% | +1.5% |
| Q2 2019 | $340,000 | +13.3% | 13,263 | +10.0% | 0.07% | +9.8% |
| Q1 2019 | $300,000 | +5.6% | 12,053 | 0.0% | 0.06% | -7.6% |
| Q4 2018 | $284,000 | +18.3% | 12,053 | +19.9% | 0.07% | +26.9% |
| Q3 2018 | $240,000 | -0.4% | 10,053 | 0.0% | 0.05% | -3.7% |
| Q2 2018 | $241,000 | – | 10,053 | – | 0.05% | – |
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% |