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 | 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% |