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 | $2,423,328 | +11.0% | 99,439 | +11.1% | 0.45% | +11.6% |
| Q2 2023 | $2,183,010 | +16.0% | 89,541 | +16.7% | 0.41% | +14.0% |
| Q1 2023 | $1,881,476 | +68.9% | 76,701 | +66.1% | 0.36% | +32.8% |
| Q3 2022 | $1,114,000 | +10.0% | 46,183 | +12.6% | 0.27% | +13.1% |
| Q2 2022 | $1,013,000 | +7.5% | 41,012 | +9.9% | 0.24% | +26.1% |
| Q1 2022 | $942,000 | +2.3% | 37,307 | +7.0% | 0.19% | -4.6% |
| Q4 2021 | $921,000 | – | 34,859 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 319,416 | $8,265,000 | 4.25% |
| Gateway Advisory, LLC | 282,327 | $7,307,000 | 2.48% |
| CAPITAL ADVISORS INC/OK | 1,772,633 | $45,397,000 | 2.24% |
| Signature Wealth Management Group | 112,353 | $2,908,000 | 1.92% |
| Motley Fool Wealth Management, LLC | 975,507 | $25,246,000 | 1.67% |
| Day & Ennis, LLC | 117,665 | $3,045,000 | 1.57% |
| Capital Investment Advisors, LLC | 1,065,165 | $27,566,000 | 1.44% |
| Aptus Capital Advisors, LLC | 811,145 | $20,935,000 | 1.17% |
| SIGMA INVESTMENT COUNSELORS INC | 374,538 | $9,693,000 | 1.10% |
| Ranch Capital Advisors Inc. | 36,679 | $949,000 | 1.02% |