ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 270 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,155 | -0.0% | 786 | 0.0% | 0.02% | +5.3% |
| Q2 2023 | $19,163 | -34.5% | 786 | -34.1% | 0.02% | -40.6% |
| Q1 2023 | $29,240 | -82.0% | 1,192 | -82.1% | 0.03% | -83.8% |
| Q4 2022 | $162,214 | -3.4% | 6,670 | -4.1% | 0.20% | -1.0% |
| Q3 2022 | $168,000 | -82.4% | 6,957 | -82.0% | 0.20% | -81.0% |
| Q2 2022 | $957,000 | -7.9% | 38,757 | -5.8% | 1.05% | +18.0% |
| Q1 2022 | $1,039,000 | -11.3% | 41,130 | -7.2% | 0.89% | -4.9% |
| Q4 2021 | $1,171,000 | +1.2% | 44,315 | +2.8% | 0.94% | -5.9% |
| Q3 2021 | $1,157,000 | -0.5% | 43,115 | 0.0% | 1.00% | -1.7% |
| Q2 2021 | $1,163,000 | +0.5% | 43,115 | 0.0% | 1.02% | -5.0% |
| Q1 2021 | $1,157,000 | – | 43,115 | – | 1.07% | – |
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% |