ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 290 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,246,815 | +5.0% | 133,230 | +5.0% | 2.20% | +3.5% |
| Q2 2023 | $3,092,725 | +1.1% | 126,855 | +1.7% | 2.12% | +1.1% |
| Q1 2023 | $3,059,259 | +4.7% | 124,715 | +3.8% | 2.10% | +3.7% |
| Q4 2022 | $2,921,805 | +38.0% | 120,140 | +37.0% | 2.02% | +28.2% |
| Q3 2022 | $2,117,000 | +115836.5% | 87,715 | +18.6% | 1.58% | -10.0% |
| Q2 2022 | $1,826 | -99.9% | 73,935 | -8.0% | 1.76% | -3.0% |
| Q1 2022 | $2,022,000 | +4.1% | 80,375 | +9.3% | 1.81% | +3.4% |
| Q4 2021 | $1,943,000 | – | 73,550 | – | 1.75% | – |
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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% |