ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 290 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,190 | -7.0% | 15,026 | -7.0% | 0.01% | 0.0% |
| Q2 2023 | $393,792 | -6.8% | 16,152 | -6.3% | 0.01% | -14.3% |
| Q1 2023 | $422,634 | -6.9% | 17,229 | -7.7% | 0.01% | -12.5% |
| Q4 2022 | $454,158 | +0.5% | 18,674 | -0.3% | 0.01% | 0.0% |
| Q3 2022 | $452,000 | +43.0% | 18,731 | +46.3% | 0.01% | +33.3% |
| Q2 2022 | $316,000 | -6.2% | 12,807 | -4.0% | 0.01% | +20.0% |
| Q1 2022 | $337,000 | -16.0% | 13,340 | -12.1% | 0.01% | -16.7% |
| Q4 2021 | $401,000 | +3.4% | 15,176 | +5.0% | 0.01% | -14.3% |
| Q3 2021 | $388,000 | -18.5% | 14,459 | -18.0% | 0.01% | -12.5% |
| Q2 2021 | $476,000 | -99.9% | 17,632 | -37.5% | 0.01% | +14.3% |
| Q1 2021 | $757,250,000 | +880423.3% | 28,224 | +794.0% | 0.01% | +250.0% |
| Q4 2020 | $86,000 | +10.3% | 3,157 | +10.2% | 0.00% | 0.0% |
| Q3 2020 | $78,000 | +85.7% | 2,864 | +82.5% | 0.00% | +100.0% |
| Q2 2020 | $42,000 | +7.7% | 1,569 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $39,000 | -2.5% | 1,569 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $40,000 | -2.4% | 1,569 | -2.4% | 0.00% | 0.0% |
| Q3 2019 | $41,000 | 0.0% | 1,608 | 0.0% | 0.00% | -50.0% |
| Q2 2019 | $41,000 | +7.9% | 1,608 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $38,000 | -5.0% | 1,608 | -3.0% | 0.00% | 0.0% |
| Q2 2018 | $40,000 | – | 1,658 | – | 0.00% | – |
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% |