ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 245 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 2024 | $420,880 | +0.2% | 16,930 | 0.0% | 0.28% | -3.1% |
| Q1 2024 | $420,033 | +0.2% | 16,930 | 0.0% | 0.29% | -5.9% |
| Q4 2023 | $419,187 | +1.6% | 16,930 | 0.0% | 0.30% | -5.3% |
| Q3 2023 | $412,584 | -0.0% | 16,930 | 0.0% | 0.32% | +2.9% |
| Q2 2023 | $412,753 | -10.1% | 16,930 | -9.5% | 0.31% | -14.8% |
| Q1 2023 | $458,956 | +0.9% | 18,710 | 0.0% | 0.37% | -2.9% |
| Q4 2022 | $455,027 | +2.9% | 18,710 | +2.1% | 0.38% | -11.9% |
| Q3 2022 | $442,000 | -2.4% | 18,330 | 0.0% | 0.43% | +4.6% |
| Q2 2022 | $453,000 | -2.2% | 18,330 | 0.0% | 0.41% | +5.7% |
| Q1 2022 | $463,000 | -15.0% | 18,330 | -11.2% | 0.39% | -11.0% |
| Q4 2021 | $545,000 | -1.6% | 20,640 | 0.0% | 0.44% | -7.1% |
| Q3 2021 | $554,000 | -0.5% | 20,640 | 0.0% | 0.47% | -0.4% |
| Q2 2021 | $557,000 | +0.5% | 20,640 | 0.0% | 0.47% | -5.4% |
| Q1 2021 | $554,000 | -1.9% | 20,640 | 0.0% | 0.50% | +2.9% |
| Q4 2020 | $565,000 | – | 20,640 | – | 0.48% | – |
Download | ||||||
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% |