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 | $2,997,462 | +2.4% | 122,998 | +2.4% | 0.63% | +8.2% |
| Q2 2023 | $2,927,575 | -2.6% | 120,081 | -2.0% | 0.59% | -7.7% |
| Q1 2023 | $3,005,293 | +7.8% | 122,515 | +6.9% | 0.64% | +0.8% |
| Q4 2022 | $2,787,194 | +15.8% | 114,605 | +14.9% | 0.63% | +5.0% |
| Q3 2022 | $2,407,000 | -0.8% | 99,765 | +1.5% | 0.60% | +2.2% |
| Q2 2022 | $2,427,000 | +3.5% | 98,265 | +5.8% | 0.59% | +19.1% |
| Q1 2022 | $2,346,000 | -3.6% | 92,915 | +0.9% | 0.49% | -1.2% |
| Q4 2021 | $2,433,000 | +5.5% | 92,075 | +7.1% | 0.50% | -2.2% |
| Q3 2021 | $2,307,000 | +6.9% | 85,950 | +7.5% | 0.51% | +9.4% |
| Q2 2021 | $2,158,000 | +21.2% | 79,950 | +20.5% | 0.47% | +8.1% |
| Q1 2021 | $1,780,000 | +1218.5% | 66,350 | +1240.4% | 0.43% | +1131.4% |
| Q4 2020 | $135,000 | +0.7% | 4,950 | 0.0% | 0.04% | -12.5% |
| Q3 2020 | $134,000 | 0.0% | 4,950 | 0.0% | 0.04% | -9.1% |
| Q2 2020 | $134,000 | +8.1% | 4,950 | 0.0% | 0.04% | -6.4% |
| Q1 2020 | $124,000 | -3.1% | 4,950 | 0.0% | 0.05% | +17.5% |
| Q4 2019 | $128,000 | +68.4% | 4,950 | +67.8% | 0.04% | +53.8% |
| Q3 2019 | $76,000 | 0.0% | 2,950 | 0.0% | 0.03% | -3.7% |
| Q2 2019 | $76,000 | +4.1% | 2,950 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $73,000 | +14.1% | 2,950 | +9.3% | 0.03% | +3.8% |
| Q4 2018 | $64,000 | – | 2,700 | – | 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% |