ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 209 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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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% |