ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 290 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 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% |