ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 195 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,883 | +87544.5% | 15,752 | -11.8% | 0.14% | -17.9% |
| Q1 2023 | $438 | -99.9% | 17,853 | -42.3% | 0.17% | -45.3% |
| Q3 2022 | $746,000 | -5.4% | 30,937 | -3.2% | 0.31% | -12.8% |
| Q2 2022 | $789,000 | -5.1% | 31,962 | -2.8% | 0.35% | +5.1% |
| Q1 2022 | $831,000 | -4.4% | 32,891 | +0.0% | 0.34% | +3.4% |
| Q4 2021 | $869,000 | – | 32,879 | – | 0.32% | – |
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% |