ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q4 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 | 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% |