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 | $152,191 | +100025.7% | 6,245 | 0.0% | 0.07% | +2.9% |
| Q2 2023 | $152 | -0.7% | 6,245 | 0.0% | 0.07% | -6.8% |
| Q1 2023 | $153 | +5.5% | 6,245 | +5.0% | 0.07% | -2.7% |
| Q4 2022 | $145 | -99.9% | 5,945 | -4.8% | 0.08% | -3.8% |
| Q3 2022 | $151,000 | -1.9% | 6,245 | 0.0% | 0.08% | +2.6% |
| Q2 2022 | $154,000 | -2.5% | 6,245 | 0.0% | 0.08% | +18.8% |
| Q1 2022 | $158,000 | -4.2% | 6,245 | 0.0% | 0.06% | +3.2% |
| Q4 2021 | $165,000 | -1.8% | 6,245 | 0.0% | 0.06% | -12.7% |
| Q3 2021 | $168,000 | 0.0% | 6,245 | 0.0% | 0.07% | +2.9% |
| Q2 2021 | $168,000 | 0.0% | 6,245 | 0.0% | 0.07% | -14.8% |
| Q1 2021 | $168,000 | +78.7% | 6,245 | +81.3% | 0.08% | +68.8% |
| Q4 2020 | $94,000 | 0.0% | 3,445 | 0.0% | 0.05% | -4.0% |
| Q3 2020 | $94,000 | +1.1% | 3,445 | 0.0% | 0.05% | -13.8% |
| Q2 2020 | $93,000 | +3.3% | 3,445 | 0.0% | 0.06% | -4.9% |
| Q1 2020 | $90,000 | -5.3% | 3,445 | -5.5% | 0.06% | -1.6% |
| Q4 2019 | $95,000 | +1.1% | 3,645 | 0.0% | 0.06% | -7.5% |
| Q3 2019 | $94,000 | +8.0% | 3,645 | +6.7% | 0.07% | +6.3% |
| Q2 2019 | $87,000 | +2.4% | 3,415 | 0.0% | 0.06% | -4.5% |
| Q1 2019 | $85,000 | +4.9% | 3,415 | 0.0% | 0.07% | -5.7% |
| Q4 2018 | $81,000 | 0.0% | 3,415 | 0.0% | 0.07% | +22.8% |
| Q3 2018 | $81,000 | -1.2% | 3,415 | 0.0% | 0.06% | +9.6% |
| Q2 2018 | $82,000 | -1.2% | 3,415 | 0.0% | 0.05% | -10.3% |
| Q1 2018 | $83,000 | +107.5% | 3,415 | +111.5% | 0.06% | +81.2% |
| Q4 2017 | $40,000 | – | 1,615 | – | 0.03% | – |
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% |