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 | $527,805 | -0.0% | 21,658 | 0.0% | 0.15% | +6.9% |
| Q2 2023 | $528,022 | -5.0% | 21,658 | -4.4% | 0.14% | -1.4% |
| Q1 2023 | $555,801 | -1.4% | 22,658 | -2.2% | 0.15% | -13.1% |
| Q4 2022 | $563,494 | +0.8% | 23,170 | 0.0% | 0.17% | -2.3% |
| Q3 2022 | $559,000 | +12.5% | 23,170 | +15.1% | 0.17% | +11.0% |
| Q2 2022 | $497,000 | -2.2% | 20,125 | 0.0% | 0.16% | +6.2% |
| Q1 2022 | $508,000 | -4.5% | 20,125 | 0.0% | 0.15% | -12.0% |
| Q4 2021 | $532,000 | -1.5% | 20,125 | 0.0% | 0.17% | -5.1% |
| Q3 2021 | $540,000 | -5.4% | 20,125 | -4.9% | 0.18% | -11.6% |
| Q2 2021 | $571,000 | -17.4% | 21,165 | -17.8% | 0.20% | -30.3% |
| Q1 2021 | $691,000 | +25.4% | 25,745 | +27.9% | 0.28% | +13.1% |
| Q4 2020 | $551,000 | +0.9% | 20,125 | 0.0% | 0.25% | -12.5% |
| Q3 2020 | $546,000 | +0.6% | 20,125 | 0.0% | 0.29% | -13.0% |
| Q2 2020 | $543,000 | +8.0% | 20,125 | 0.0% | 0.33% | -12.0% |
| Q1 2020 | $503,000 | -3.6% | 20,125 | 0.0% | 0.38% | +31.1% |
| Q4 2019 | $522,000 | -4.6% | 20,125 | -4.7% | 0.29% | -7.4% |
| Q3 2019 | $547,000 | +1.1% | 21,125 | 0.0% | 0.31% | -8.0% |
| Q2 2019 | $541,000 | +3.0% | 21,125 | 0.0% | 0.34% | -27.6% |
| Q1 2019 | $525,000 | +32.2% | 21,125 | +25.5% | 0.46% | +11.0% |
| Q4 2018 | $397,000 | – | 16,835 | – | 0.42% | – |
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% |