ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 209 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,212,188 | -12.0% | 49,741 | -12.0% | 0.41% | -8.3% |
| Q2 2023 | $1,377,714 | -29.7% | 56,510 | -29.2% | 0.44% | -33.3% |
| Q1 2023 | $1,959,162 | -4.8% | 79,868 | -5.6% | 0.67% | -9.4% |
| Q4 2022 | $2,057,034 | +0.7% | 84,582 | -0.0% | 0.74% | -4.8% |
| Q3 2022 | $2,042,000 | -2.3% | 84,608 | 0.0% | 0.77% | +10.6% |
| Q2 2022 | $2,090,000 | -2.3% | 84,608 | -0.1% | 0.70% | +22.2% |
| Q1 2022 | $2,139,000 | -15.8% | 84,708 | -11.9% | 0.57% | +13.1% |
| Q4 2021 | $2,541,000 | -2.8% | 96,177 | -1.2% | 0.50% | +3.7% |
| Q3 2021 | $2,614,000 | -4.1% | 97,370 | -3.6% | 0.49% | +10.9% |
| Q2 2021 | $2,727,000 | +9.6% | 101,029 | +8.9% | 0.44% | +18.3% |
| Q1 2021 | $2,489,000 | +11.8% | 92,762 | +14.1% | 0.37% | -45.6% |
| Q4 2020 | $2,226,000 | +8.7% | 81,334 | +7.7% | 0.68% | -15.5% |
| Q3 2020 | $2,048,000 | – | 75,501 | – | 0.81% | – |
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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% |