ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 129 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $478,257 | -13.5% | 19,238 | -13.7% | 0.04% | -15.9% |
| Q1 2024 | $552,966 | +0.2% | 22,288 | 0.0% | 0.04% | -6.4% |
| Q4 2023 | $551,851 | +30.9% | 22,288 | +28.8% | 0.05% | +20.5% |
| Q3 2023 | $421,601 | -0.0% | 17,300 | 0.0% | 0.04% | +8.3% |
| Q2 2023 | $421,774 | -0.6% | 17,300 | 0.0% | 0.04% | -2.7% |
| Q1 2023 | $424,369 | +2.6% | 17,300 | +2.7% | 0.04% | +2.8% |
| Q4 2022 | $413,668 | +1.9% | 16,850 | 0.0% | 0.04% | -14.3% |
| Q3 2022 | $406,000 | -99.7% | 16,850 | +238.7% | 0.04% | +147.1% |
| Q2 2020 | $134,225,000 | – | 4,975 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 326,446 | $8,466,000 | 4.07% |
| PFG Private Wealth Management, LLC | 114,473 | $2,969,000 | 2.65% |
| RVW Wealth, LLC | 379,614 | $9,847,000 | 2.15% |
| Signature Wealth Management Group | 115,898 | $3,006,000 | 1.90% |
| Gateway Advisory, LLC | 281,776 | $7,309,000 | 1.80% |
| Aptus Capital Advisors, LLC | 967,675 | $25,101,000 | 1.78% |
| Day & Ennis, LLC | 122,090 | $3,167,000 | 1.55% |
| Motley Fool Wealth Management, LLC | 966,477 | $25,070,000 | 1.50% |
| Capital Investment Advisors, LLC | 1,074,360 | $28,016,000 | 1.35% |
| SIGMA INVESTMENT COUNSELORS INC | 437,341 | $11,345,000 | 1.19% |