ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $555 | -29.4% | 22,766 | -29.4% | 0.09% | -12.0% |
| Q2 2023 | $786 | -8.1% | 32,243 | -7.5% | 0.10% | -35.9% |
| Q1 2023 | $855 | +2.4% | 34,854 | +1.5% | 0.16% | -17.5% |
| Q4 2022 | $835 | -99.9% | 34,327 | -95.8% | 0.19% | +1.1% |
| Q3 2022 | $814,000 | +18.3% | 814,388 | +2824.4% | 0.19% | +78.1% |
| Q2 2022 | $688,000 | +2357.1% | 27,848 | -96.0% | 0.10% | -13.9% |
| Q1 2022 | $28,000 | -96.5% | 704,298 | +2187.8% | 0.12% | +13.0% |
| Q4 2021 | $802,000 | -2.9% | 30,785 | 0.0% | 0.11% | -4.4% |
| Q3 2021 | $826,000 | -21.3% | 30,785 | -19.8% | 0.11% | -32.3% |
| Q4 2020 | $1,050,000 | – | 38,367 | – | 0.17% | – |
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% |