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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,193,545 | +60.3% | 336,077 | +61.2% | 3.82% | +57.3% |
| Q1 2023 | $5,112,544 | +4.4% | 208,420 | +3.5% | 2.42% | +1.3% |
| Q4 2022 | $4,896,732 | +9.0% | 201,346 | +8.2% | 2.40% | +5.0% |
| Q3 2022 | $4,491,000 | +14.3% | 186,120 | +17.0% | 2.28% | +19.5% |
| Q2 2022 | $3,928,000 | +11.6% | 159,026 | +14.1% | 1.91% | +20.4% |
| Q1 2022 | $3,520,000 | +5.7% | 139,419 | +10.6% | 1.58% | -5.6% |
| Q4 2021 | $3,329,000 | -0.2% | 126,021 | +1.4% | 1.68% | -9.4% |
| Q3 2021 | $3,337,000 | -0.4% | 124,298 | +0.1% | 1.85% | -0.6% |
| Q2 2021 | $3,352,000 | +0.4% | 124,195 | -0.1% | 1.87% | -4.9% |
| Q1 2021 | $3,337,000 | -1.3% | 124,377 | +0.7% | 1.96% | -7.9% |
| Q4 2020 | $3,381,000 | +4.0% | 123,528 | +3.1% | 2.13% | -8.9% |
| Q3 2020 | $3,252,000 | +0.6% | 119,866 | +0.0% | 2.34% | -5.3% |
| Q2 2020 | $3,234,000 | +8.9% | 119,850 | +0.8% | 2.47% | -5.3% |
| Q1 2020 | $2,970,000 | -1.2% | 118,954 | +2.6% | 2.61% | +37.6% |
| Q4 2019 | $3,006,000 | +3.4% | 115,898 | +3.2% | 1.90% | -1.4% |
| Q3 2019 | $2,908,000 | +5.0% | 112,353 | +3.4% | 1.92% | +4.1% |
| Q2 2019 | $2,769,000 | +3.4% | 108,673 | +0.9% | 1.85% | -1.4% |
| Q1 2019 | $2,679,000 | +8.5% | 107,738 | +2.9% | 1.88% | -2.1% |
| Q4 2018 | $2,470,000 | +0.4% | 104,674 | +0.9% | 1.92% | +5.0% |
| Q3 2018 | $2,460,000 | +1.9% | 103,713 | +2.7% | 1.82% | +2.1% |
| Q2 2018 | $2,415,000 | +235.9% | 100,939 | +240.8% | 1.79% | +222.2% |
| Q1 2018 | $719,000 | +776.8% | 29,616 | +801.3% | 0.56% | +825.0% |
| Q4 2017 | $82,000 | – | 3,286 | – | 0.06% | – |
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% |