ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 161 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $629,000 | +11.3% | 26,080 | +14.0% | 0.10% | +42.5% |
| Q2 2022 | $565,000 | +5.6% | 22,875 | +8.0% | 0.07% | -6.4% |
| Q1 2022 | $535,000 | -8.1% | 21,175 | -3.9% | 0.08% | -4.9% |
| Q4 2021 | $582,000 | -8.2% | 22,029 | -6.7% | 0.08% | -15.5% |
| Q3 2021 | $634,000 | +10.6% | 23,602 | +11.1% | 0.10% | +4.3% |
| Q2 2021 | $573,000 | +4.4% | 21,248 | +3.9% | 0.09% | -5.1% |
| Q1 2021 | $549,000 | -7.4% | 20,447 | -5.6% | 0.10% | -19.0% |
| Q4 2020 | $593,000 | – | 21,661 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 326,446 | $8,466,000 | 4.07% |
| PFG Private Wealth Management, LLC | 114,473 | $2,969,000 | 2.65% |
| RVW Wealth, LLC | 379,614 | $9,847,000 | 2.15% |
| Signature Wealth Management Group | 115,898 | $3,006,000 | 1.90% |
| Gateway Advisory, LLC | 281,776 | $7,309,000 | 1.80% |
| Aptus Capital Advisors, LLC | 967,675 | $25,101,000 | 1.78% |
| Day & Ennis, LLC | 122,090 | $3,167,000 | 1.55% |
| Motley Fool Wealth Management, LLC | 966,477 | $25,070,000 | 1.50% |
| Capital Investment Advisors, LLC | 1,074,360 | $28,016,000 | 1.35% |
| SIGMA INVESTMENT COUNSELORS INC | 437,341 | $11,345,000 | 1.19% |