ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,652,111 | +1.9% | 190,895 | +1.9% | 1.48% | +4.8% |
| Q2 2023 | $4,566,203 | +1.1% | 187,293 | +1.8% | 1.41% | -3.9% |
| Q1 2023 | $4,514,991 | +3.7% | 184,060 | +2.8% | 1.47% | -6.4% |
| Q4 2022 | $4,355,420 | +7.1% | 179,088 | +6.2% | 1.57% | +2.9% |
| Q3 2022 | $4,068,000 | -2.5% | 168,617 | -0.2% | 1.52% | -0.5% |
| Q2 2022 | $4,171,000 | +1.3% | 168,885 | +3.5% | 1.53% | +9.2% |
| Q1 2022 | $4,118,000 | +0.4% | 163,107 | +5.0% | 1.40% | +5.3% |
| Q4 2021 | $4,102,000 | +4.9% | 155,289 | +6.6% | 1.33% | +0.5% |
| Q3 2021 | $3,911,000 | +4.2% | 145,671 | +4.8% | 1.32% | +5.7% |
| Q2 2021 | $3,753,000 | +6.3% | 139,058 | +5.6% | 1.25% | +0.7% |
| Q1 2021 | $3,531,000 | +14.3% | 131,622 | +16.6% | 1.24% | +5.6% |
| Q4 2020 | $3,088,000 | +23.8% | 112,853 | +22.7% | 1.18% | +7.1% |
| Q3 2020 | $2,495,000 | +11.3% | 91,948 | +10.7% | 1.10% | +0.4% |
| Q2 2020 | $2,241,000 | – | 83,053 | – | 1.10% | – |
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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% |