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 | 222,518 | $5,970,000 | 4.11% |
Aptus Capital Advisors, LLC | 3,550,093 | $95,249,000 | 3.42% |
RVW Wealth, LLC | 933,074 | $25,000,000 | 3.26% |
TLWM | 296,858 | $7,963,000 | 3.02% |
4Thought Financial Group Inc. | 116,063 | $3,114,000 | 3.00% |
Gateway Advisory, LLC | 304,624 | $8,173,000 | 2.07% |
Sound View Wealth Advisors Group, LLC | 328,361 | $8,810,000 | 2.05% |
Peloton Wealth Strategists | 161,200 | $4,325,000 | 2.03% |
CAPITAL ADVISORS INC/OK | 2,258,399 | $60,593,000 | 1.98% |
Signature Wealth Management Group | 124,377 | $3,337,000 | 1.96% |