ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $912,291 | +3.6% | 37,435 | +3.7% | 0.67% | +7.3% |
| Q2 2023 | $880,459 | -11.0% | 36,114 | -10.4% | 0.63% | -3.7% |
| Q1 2023 | $989,221 | +17.2% | 40,327 | +16.2% | 0.65% | +19.9% |
| Q4 2022 | $844,317 | +1.6% | 34,717 | +0.8% | 0.54% | -4.1% |
| Q3 2022 | $831,000 | +30.9% | 34,451 | +34.0% | 0.56% | -58.6% |
| Q2 2022 | $635,000 | – | 25,704 | – | 1.37% | – |
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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% |