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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,146 | -0.0% | 10,880 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $265,254 | +90430.4% | 10,880 | -8.8% | 0.00% | -20.0% |
| Q1 2023 | $293 | +1.0% | 11,932 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $290 | -99.9% | 11,932 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $288,000 | +7.1% | 11,932 | +9.7% | 0.01% | +16.7% |
| Q2 2022 | $269,000 | -2.2% | 10,880 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $275,000 | +16.5% | 10,880 | +26.4% | 0.01% | -16.7% |
| Q4 2021 | $236,000 | +2.2% | 8,610 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $231,000 | -0.4% | 8,610 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $232,000 | +0.4% | 8,610 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $231,000 | -2.1% | 8,610 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $236,000 | +0.9% | 8,610 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $234,000 | +4.9% | 8,610 | +4.0% | 0.01% | 0.0% |
| Q2 2020 | $223,000 | – | 8,280 | – | 0.01% | – |
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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% |