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 | $3,090,813 | -4.0% | 126,829 | -3.9% | 2.48% | -3.3% |
| Q2 2023 | $3,219,234 | +2.9% | 132,044 | +3.5% | 2.57% | -0.8% |
| Q1 2023 | $3,129,713 | +0.8% | 127,587 | -0.0% | 2.59% | -7.4% |
| Q4 2022 | $3,104,000 | -2.2% | 127,647 | -3.0% | 2.80% | -10.4% |
| Q3 2022 | $3,175,000 | -4.5% | 131,592 | -2.2% | 3.12% | +0.0% |
| Q2 2022 | $3,325,000 | -4.9% | 134,608 | -2.8% | 3.12% | +0.6% |
| Q1 2022 | $3,497,000 | -4.7% | 138,488 | -0.3% | 3.10% | +4.7% |
| Q4 2021 | $3,668,000 | +2.3% | 138,845 | +3.9% | 2.96% | -4.8% |
| Q3 2021 | $3,586,000 | +10.2% | 133,585 | +10.8% | 3.11% | +6.2% |
| Q2 2021 | $3,253,000 | +4.5% | 120,528 | +3.8% | 2.93% | -2.3% |
| Q1 2021 | $3,114,000 | – | 116,063 | – | 3.00% | – |
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% |