ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 244 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $232,146 | +15.4% | 9,522 | +16.1% | 0.05% | +10.6% |
| Q1 2023 | $201,171 | +111.8% | 8,201 | +107.8% | 0.05% | +95.8% |
| Q3 2022 | $95,000 | -50.5% | 3,946 | -49.2% | 0.02% | -50.0% |
| Q2 2022 | $192,000 | -3.0% | 7,774 | -0.8% | 0.05% | +4.3% |
| Q1 2022 | $198,000 | -33.3% | 7,837 | -30.3% | 0.05% | -31.3% |
| Q4 2021 | $297,000 | -16.6% | 11,250 | -15.1% | 0.07% | -23.0% |
| Q3 2021 | $356,000 | +70.3% | 13,255 | +70.8% | 0.09% | +64.2% |
| Q2 2021 | $209,000 | +56.0% | 7,762 | +55.6% | 0.05% | +43.2% |
| Q1 2021 | $134,000 | -33.7% | 4,989 | -32.3% | 0.04% | -15.9% |
| Q4 2020 | $202,000 | – | 7,368 | – | 0.04% | – |
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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% |