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 2023 | $1,035,437 | +12.4% | 42,488 | +12.5% | 0.29% | +9.3% |
| Q2 2023 | $921,089 | -4.2% | 37,781 | -3.7% | 0.27% | -2.9% |
| Q1 2023 | $961,913 | +159421.2% | 39,214 | +58.0% | 0.28% | +42.1% |
| Q4 2022 | $603 | -99.9% | 24,813 | -14.6% | 0.20% | -20.1% |
| Q3 2022 | $701,000 | -2.4% | 29,071 | +0.1% | 0.24% | +5.2% |
| Q2 2022 | $718,000 | +0.4% | 29,055 | +2.7% | 0.23% | +16.6% |
| Q1 2022 | $715,000 | -2.9% | 28,297 | +1.6% | 0.20% | -3.4% |
| Q4 2021 | $736,000 | -4.2% | 27,862 | -2.6% | 0.21% | -12.0% |
| Q3 2021 | $768,000 | +4.8% | 28,600 | +5.3% | 0.23% | +4.9% |
| Q2 2021 | $733,000 | +19.8% | 27,173 | +19.2% | 0.22% | +12.6% |
| Q1 2021 | $612,000 | +1323.3% | 22,798 | +1338.4% | 0.20% | +1220.0% |
| Q4 2020 | $43,000 | +13.2% | 1,585 | +12.8% | 0.02% | 0.0% |
| Q3 2020 | $38,000 | – | 1,405 | – | 0.02% | – |
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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% |