ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,481 | +31.2% | 2,728 | +31.5% | 0.02% | +31.2% |
| Q2 2023 | $50,672 | -32.4% | 2,075 | -31.9% | 0.02% | -27.3% |
| Q1 2023 | $74,975 | +1.1% | 3,049 | 0.0% | 0.02% | -8.3% |
| Q4 2022 | $74,152 | +0.2% | 3,049 | 0.0% | 0.02% | -7.7% |
| Q3 2022 | $74,000 | -1.3% | 3,049 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $75,000 | +97.4% | 3,049 | +101.0% | 0.03% | +116.7% |
| Q1 2022 | $38,000 | -5.0% | 1,517 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $40,000 | -2.4% | 1,517 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $41,000 | 0.0% | 1,517 | 0.0% | 0.02% | -11.1% |
| Q1 2021 | $41,000 | – | 1,517 | – | 0.02% | – |
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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% |