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 | $3,725,466 | +22.1% | 152,871 | +22.1% | 0.94% | +26.5% |
| Q2 2023 | $3,051,612 | -4.1% | 125,169 | -3.5% | 0.74% | -7.7% |
| Q1 2023 | $3,180,580 | -0.8% | 129,661 | -1.7% | 0.80% | -2.9% |
| Q4 2022 | $3,207,050 | +1.9% | 131,869 | +1.1% | 0.83% | -5.8% |
| Q3 2022 | $3,147,000 | +0.6% | 130,410 | +3.0% | 0.88% | +1.2% |
| Q2 2022 | $3,127,000 | -15.2% | 126,617 | -13.3% | 0.87% | +5.7% |
| Q1 2022 | $3,687,000 | -32.2% | 146,009 | -29.1% | 0.82% | -28.8% |
| Q4 2021 | $5,438,000 | +1.5% | 205,842 | +3.1% | 1.15% | -8.9% |
| Q3 2021 | $5,360,000 | -0.5% | 199,680 | +0.4% | 1.26% | +1.9% |
| Q2 2021 | $5,388,000 | +3.4% | 198,958 | +2.4% | 1.24% | -4.2% |
| Q1 2021 | $5,212,000 | +2.2% | 194,271 | +4.3% | 1.29% | -8.9% |
| Q4 2020 | $5,100,000 | – | 186,331 | – | 1.42% | – |
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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% |