ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $785,266 | +10.9% | 32,222 | +10.9% | 0.00% | 0.0% |
| Q2 2023 | $708,210 | +80745.9% | 29,048 | -18.7% | 0.00% | -25.0% |
| Q1 2023 | $876 | -1.2% | 35,743 | -2.0% | 0.00% | 0.0% |
| Q4 2022 | $887 | -99.9% | 36,481 | +10.2% | 0.00% | 0.0% |
| Q3 2022 | $798,000 | +16.2% | 33,106 | +19.0% | 0.00% | 0.0% |
| Q2 2022 | $687,000 | +1247.1% | 27,814 | +1252.8% | 0.00% | – |
| Q1 2022 | $51,000 | -5.6% | 2,056 | 0.0% | 0.00% | – |
| Q4 2021 | $54,000 | -1.8% | 2,056 | 0.0% | 0.00% | – |
| Q3 2021 | $55,000 | 0.0% | 2,056 | 0.0% | 0.00% | – |
| Q2 2021 | $55,000 | -35.3% | 2,056 | -34.1% | 0.00% | -100.0% |
| Q4 2020 | $85,000 | – | 3,120 | – | 0.00% | – |
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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% |