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 | $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% | – |
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% |