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 | $22,143,266 | +21.7% | 908,628 | +21.8% | 2.75% | +15.5% |
| Q2 2023 | $18,194,630 | -0.7% | 746,293 | -0.1% | 2.38% | -5.2% |
| Q1 2023 | $18,324,851 | +57.4% | 747,038 | +56.0% | 2.52% | +2.2% |
| Q4 2022 | $11,642,934 | +0.3% | 478,739 | -0.5% | 2.46% | -5.4% |
| Q3 2022 | $11,609,000 | -0.9% | 481,111 | +1.4% | 2.60% | +6.1% |
| Q2 2022 | $11,716,000 | +0.2% | 474,315 | +2.4% | 2.45% | +10.3% |
| Q1 2022 | $11,691,000 | +8.6% | 463,014 | +13.6% | 2.22% | +9.2% |
| Q4 2021 | $10,769,000 | +7.4% | 407,592 | +9.2% | 2.04% | -2.8% |
| Q3 2021 | $10,023,000 | +1.5% | 373,371 | +2.1% | 2.09% | +0.9% |
| Q2 2021 | $9,874,000 | +12.1% | 365,821 | +11.4% | 2.08% | +1.2% |
| Q1 2021 | $8,810,000 | -4.4% | 328,361 | -2.5% | 2.05% | -8.9% |
| Q4 2020 | $9,219,000 | +3.8% | 336,830 | +2.9% | 2.25% | -3.7% |
| Q3 2020 | $8,879,000 | +335.0% | 327,264 | +332.6% | 2.34% | +306.6% |
| Q2 2020 | $2,041,000 | +5.9% | 75,643 | -2.0% | 0.58% | -13.7% |
| Q1 2020 | $1,927,000 | -5.9% | 77,182 | -2.2% | 0.67% | +15.2% |
| Q4 2019 | $2,047,000 | +37.1% | 78,915 | +36.8% | 0.58% | +29.9% |
| Q3 2019 | $1,493,000 | +29.0% | 57,699 | +27.7% | 0.44% | +30.1% |
| Q2 2019 | $1,157,000 | – | 45,177 | – | 0.34% | – |
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% |