ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 274 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282,253 | -0.0% | 11,582 | 0.0% | 0.23% | +3.6% |
| Q2 2023 | $282,369 | -0.6% | 11,582 | 0.0% | 0.22% | -2.2% |
| Q1 2023 | $284,106 | +0.9% | 11,582 | 0.0% | 0.23% | -1.7% |
| Q4 2022 | $281,674 | +1.0% | 11,582 | 0.0% | 0.23% | -9.4% |
| Q3 2022 | $279,000 | -2.4% | 11,582 | 0.0% | 0.26% | -10.5% |
| Q2 2022 | $286,000 | -2.1% | 11,582 | 0.0% | 0.29% | +22.2% |
| Q1 2022 | $292,000 | -4.6% | 11,582 | 0.0% | 0.23% | +13.6% |
| Q4 2021 | $306,000 | – | 11,582 | – | 0.21% | – |
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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% |