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 | $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% | – |
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% |