ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 210 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $250,146 | -22.8% | 10,062 | -22.9% | 0.11% | -24.0% |
| Q1 2024 | $323,900 | -14.4% | 13,055 | -14.5% | 0.15% | -18.9% |
| Q4 2023 | $378,267 | +24.1% | 15,277 | +22.2% | 0.18% | +12.5% |
| Q3 2023 | $304,698 | -9.6% | 12,503 | -9.6% | 0.16% | -9.1% |
| Q2 2023 | $337,078 | -1.7% | 13,826 | -1.1% | 0.18% | -7.9% |
| Q1 2023 | $342,757 | +9.6% | 13,973 | +8.7% | 0.19% | +1.1% |
| Q4 2022 | $312,730 | +0.9% | 12,859 | +0.1% | 0.19% | -6.4% |
| Q3 2022 | $310,000 | – | 12,845 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 326,446 | $8,466,000 | 4.07% |
| PFG Private Wealth Management, LLC | 114,473 | $2,969,000 | 2.65% |
| RVW Wealth, LLC | 379,614 | $9,847,000 | 2.15% |
| Signature Wealth Management Group | 115,898 | $3,006,000 | 1.90% |
| Gateway Advisory, LLC | 281,776 | $7,309,000 | 1.80% |
| Aptus Capital Advisors, LLC | 967,675 | $25,101,000 | 1.78% |
| Day & Ennis, LLC | 122,090 | $3,167,000 | 1.55% |
| Motley Fool Wealth Management, LLC | 966,477 | $25,070,000 | 1.50% |
| Capital Investment Advisors, LLC | 1,074,360 | $28,016,000 | 1.35% |
| SIGMA INVESTMENT COUNSELORS INC | 437,341 | $11,345,000 | 1.19% |