ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 195 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,788 | -33.9% | 10,455 | -33.5% | 0.04% | -39.7% |
| Q1 2023 | $385,363 | -49.7% | 15,710 | -49.8% | 0.06% | -4.5% |
| Q4 2022 | $765,453 | +103.6% | 31,326 | +101.0% | 0.07% | -12.0% |
| Q3 2022 | $376,000 | -2.1% | 15,584 | +0.3% | 0.08% | +5.6% |
| Q2 2022 | $384,000 | -1.8% | 15,535 | +0.3% | 0.07% | +6.0% |
| Q1 2022 | $391,000 | -4.4% | 15,492 | +0.2% | 0.07% | -5.6% |
| Q4 2021 | $409,000 | +21.4% | 15,464 | +23.1% | 0.07% | +16.4% |
| Q3 2021 | $337,000 | -0.3% | 12,563 | +0.3% | 0.06% | -6.2% |
| Q2 2021 | $338,000 | +0.9% | 12,522 | +0.3% | 0.06% | -1.5% |
| Q1 2021 | $335,000 | +23.2% | 12,480 | +25.7% | 0.07% | +13.8% |
| Q4 2020 | $272,000 | +1.9% | 9,928 | +0.7% | 0.06% | -12.1% |
| Q3 2020 | $267,000 | +0.8% | 9,858 | +0.5% | 0.07% | -14.3% |
| Q2 2020 | $265,000 | +9.1% | 9,806 | +0.6% | 0.08% | -12.5% |
| Q1 2020 | $243,000 | +9.5% | 9,744 | +13.6% | 0.09% | +11.4% |
| Q4 2019 | $222,000 | – | 8,577 | – | 0.08% | – |
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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% |