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 | $446,434 | -0.0% | 18,319 | 0.0% | 0.16% | +3.9% |
| Q2 2023 | $446,617 | -0.6% | 18,319 | 0.0% | 0.15% | -7.3% |
| Q1 2023 | $449,365 | +185588.0% | 18,319 | +84.2% | 0.16% | +77.4% |
| Q4 2022 | $242 | -99.9% | 9,945 | 0.0% | 0.09% | -10.6% |
| Q3 2022 | $240,000 | +42.0% | 9,945 | +45.4% | 0.10% | +48.6% |
| Q2 2022 | $169,000 | +152.2% | 6,841 | +158.7% | 0.07% | +204.3% |
| Q1 2022 | $67,000 | +139.3% | 2,644 | +149.4% | 0.02% | +130.0% |
| Q4 2021 | $28,000 | 0.0% | 1,060 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $28,000 | -3.4% | 1,060 | 0.0% | 0.01% | -15.4% |
| Q2 2021 | $29,000 | +3.6% | 1,060 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $28,000 | -3.4% | 1,060 | 0.0% | 0.01% | -22.2% |
| Q4 2020 | $29,000 | 0.0% | 1,060 | 0.0% | 0.02% | -10.0% |
| Q3 2020 | $29,000 | 0.0% | 1,060 | 0.0% | 0.02% | -9.1% |
| Q2 2020 | $29,000 | +11.5% | 1,060 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $26,000 | -3.7% | 1,060 | 0.0% | 0.02% | +15.8% |
| Q4 2019 | $27,000 | 0.0% | 1,060 | 0.0% | 0.02% | +26.7% |
| Q3 2019 | $27,000 | 0.0% | 1,060 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $27,000 | +3.8% | 1,060 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $26,000 | +4.0% | 1,060 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $25,000 | – | 1,060 | – | 0.02% | – |
Download | ||||||
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% |