ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 209 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,772,405 | +1.5% | 72,729 | +1.5% | 0.03% | +3.3% |
| Q2 2023 | $1,746,295 | +93938.5% | 71,628 | -5.4% | 0.03% | -21.1% |
| Q1 2023 | $1,857 | +39.8% | 75,708 | +38.7% | 0.04% | +5.6% |
| Q4 2022 | $1,328 | -99.9% | 54,599 | +16.4% | 0.04% | 0.0% |
| Q3 2022 | $1,132,000 | -8.0% | 46,899 | -5.9% | 0.04% | -5.3% |
| Q2 2022 | $1,231,000 | +6.2% | 49,826 | +8.6% | 0.04% | +8.6% |
| Q1 2022 | $1,159,000 | +0.6% | 45,901 | +5.2% | 0.04% | +2.9% |
| Q4 2021 | $1,152,000 | +10.5% | 43,612 | +12.3% | 0.03% | 0.0% |
| Q3 2021 | $1,043,000 | +11.1% | 38,845 | +11.6% | 0.03% | +3.0% |
| Q2 2021 | $939,000 | -0.4% | 34,803 | -1.0% | 0.03% | -15.4% |
| Q1 2021 | $943,000 | -0.7% | 35,156 | +1.2% | 0.04% | -13.3% |
| Q4 2020 | $950,000 | – | 34,724 | – | 0.04% | – |
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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% |