ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 164 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $30 | 0.0% | 1,254 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $30 | -89.8% | 1,254 | -89.7% | 0.01% | -91.9% |
| Q4 2022 | $294 | -99.9% | 12,129 | 0.0% | 0.06% | -8.8% |
| Q3 2022 | $293,000 | -2.3% | 12,129 | 0.0% | 0.07% | +1.5% |
| Q2 2022 | $300,000 | -10.4% | 12,129 | -8.6% | 0.07% | +4.7% |
| Q1 2022 | $335,000 | -4.6% | 13,268 | 0.0% | 0.06% | +4.9% |
| Q4 2021 | $351,000 | -1.4% | 13,268 | 0.0% | 0.06% | -10.3% |
| Q3 2021 | $356,000 | +2.9% | 13,268 | +2.9% | 0.07% | -1.4% |
| Q1 2021 | $346,000 | -2.0% | 12,897 | 0.0% | 0.07% | -8.0% |
| Q4 2020 | $353,000 | -7.8% | 12,897 | -8.6% | 0.08% | -19.4% |
| Q3 2020 | $383,000 | +53.8% | 14,115 | +53.0% | 0.09% | +47.6% |
| Q2 2020 | $249,000 | +8.3% | 9,225 | 0.0% | 0.06% | -6.0% |
| Q1 2020 | $230,000 | – | 9,225 | – | 0.07% | – |
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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% |