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 | 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% |