ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 270 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 252,028 | $6,766,000 | 3.96% |
| Aptus Capital Advisors, LLC | 4,719,513 | $126,695,000 | 3.27% |
| RVW Wealth, LLC | 956,416 | $26,000,000 | 3.12% |
| 4Thought Financial Group Inc. | 133,585 | $3,586,000 | 3.11% |
| TLWM | 289,792 | $7,779,000 | 2.96% |
| Karp Capital Management Corp | 698,505 | $18,751,000 | 2.64% |
| Peloton Wealth Strategists | 210,700 | $5,656,000 | 2.32% |
| Sound View Wealth Advisors Group, LLC | 373,371 | $10,023,000 | 2.09% |
| SIGMA INVESTMENT COUNSELORS INC | 997,841 | $26,787,000 | 1.98% |
| Cribstone Capital Management, LLC | 122,151 | $3,279,000 | 1.95% |