ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 195 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $704,927 | -3.7% | 28,926 | -3.7% | 0.45% | -0.9% |
| Q2 2023 | $732,351 | -11.3% | 30,039 | -10.7% | 0.46% | -10.9% |
| Q1 2023 | $825,385 | +0.2% | 33,648 | -0.6% | 0.51% | -0.8% |
| Q4 2022 | $823,354 | +0.8% | 33,855 | 0.0% | 0.52% | -9.0% |
| Q3 2022 | $817,000 | -4.2% | 33,855 | -1.9% | 0.57% | +2.7% |
| Q2 2022 | $853,000 | -4.6% | 34,515 | -2.5% | 0.55% | +15.2% |
| Q1 2022 | $894,000 | -4.1% | 35,412 | +0.4% | 0.48% | -3.4% |
| Q4 2021 | $932,000 | +1.7% | 35,268 | +3.3% | 0.50% | -6.2% |
| Q3 2021 | $916,000 | +0.7% | 34,133 | +1.2% | 0.53% | +4.3% |
| Q2 2021 | $910,000 | +5.1% | 33,717 | +4.4% | 0.51% | +0.6% |
| Q1 2021 | $866,000 | +0.9% | 32,281 | +3.0% | 0.50% | -11.7% |
| Q4 2020 | $858,000 | +0.4% | 31,345 | -0.5% | 0.57% | -8.5% |
| Q3 2020 | $855,000 | +13.1% | 31,514 | +12.5% | 0.62% | +12.2% |
| Q2 2020 | $756,000 | +8.2% | 28,008 | 0.0% | 0.56% | -9.9% |
| Q1 2020 | $699,000 | -16.3% | 28,008 | -13.0% | 0.62% | +11.2% |
| Q4 2019 | $835,000 | +1.7% | 32,207 | +1.5% | 0.56% | -4.5% |
| Q3 2019 | $821,000 | +1.1% | 31,722 | 0.0% | 0.58% | +0.7% |
| Q2 2019 | $812,000 | +16.5% | 31,722 | +13.3% | 0.58% | +20.7% |
| Q1 2019 | $697,000 | +5.4% | 28,010 | 0.0% | 0.48% | -5.1% |
| Q4 2018 | $661,000 | +0.2% | 28,010 | +1.4% | 0.50% | +8.4% |
| Q3 2018 | $660,000 | +2.2% | 27,612 | +2.2% | 0.47% | -3.5% |
| Q2 2018 | $646,000 | – | 27,013 | – | 0.48% | – |
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% |