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 2022 | $716,000 | -2.2% | 29,000 | 0.0% | 0.21% | +37.7% |
| Q1 2022 | $732,000 | -4.4% | 29,000 | 0.0% | 0.15% | +0.7% |
| Q4 2021 | $766,000 | -1.7% | 29,000 | 0.0% | 0.15% | -12.8% |
| Q3 2021 | $779,000 | -0.1% | 29,000 | 0.0% | 0.17% | +0.6% |
| Q2 2021 | $780,000 | +0.3% | 29,000 | 0.0% | 0.17% | -6.0% |
| Q1 2021 | $778,000 | -2.0% | 29,000 | 0.0% | 0.18% | +1.1% |
| Q4 2020 | $794,000 | +0.9% | 29,000 | 0.0% | 0.18% | -22.4% |
| Q3 2020 | $787,000 | +0.6% | 29,000 | 0.0% | 0.23% | -12.1% |
| Q2 2020 | $782,000 | +8.0% | 29,000 | 0.0% | 0.26% | -5.4% |
| Q1 2020 | $724,000 | -3.7% | 29,000 | 0.0% | 0.28% | +26.8% |
| Q4 2019 | $752,000 | +0.1% | 29,000 | 0.0% | 0.22% | -19.1% |
| Q3 2019 | $751,000 | +1.1% | 29,000 | 0.0% | 0.27% | +16.7% |
| Q2 2019 | $743,000 | +3.1% | 29,000 | 0.0% | 0.23% | -21.8% |
| Q1 2019 | $721,000 | +5.4% | 29,000 | 0.0% | 0.30% | -1.7% |
| Q4 2018 | $684,000 | -1.3% | 29,000 | 0.0% | 0.30% | +15.6% |
| Q3 2018 | $693,000 | -0.1% | 29,000 | 0.0% | 0.26% | -1.5% |
| Q2 2018 | $694,000 | – | 29,000 | – | 0.27% | – |
Download | ||||||
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% |