ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 150 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $187,949 | -79.3% | 7,663 | -79.4% | 0.01% | -81.8% |
| Q4 2022 | $906,759 | -0.2% | 37,285 | -1.1% | 0.06% | -9.8% |
| Q3 2022 | $909,000 | +1.6% | 37,690 | +4.1% | 0.06% | +1.7% |
| Q2 2022 | $895,000 | +2.9% | 36,215 | +5.1% | 0.06% | +13.2% |
| Q1 2022 | $870,000 | -0.9% | 34,455 | +3.7% | 0.05% | -3.6% |
| Q4 2021 | $878,000 | +100.9% | 33,215 | +104.1% | 0.06% | +83.3% |
| Q3 2021 | $437,000 | +117.4% | 16,276 | +119.0% | 0.03% | +114.3% |
| Q2 2021 | $201,000 | +63.4% | 7,431 | +61.5% | 0.01% | +27.3% |
| Q1 2021 | $123,000 | -18.5% | 4,600 | -16.4% | 0.01% | -21.4% |
| Q4 2020 | $151,000 | – | 5,500 | – | 0.01% | – |
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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% |