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 ↓ |
|---|---|---|---|
| TLWM | 319,416 | $8,265,000 | 4.25% |
| Gateway Advisory, LLC | 282,327 | $7,307,000 | 2.48% |
| CAPITAL ADVISORS INC/OK | 1,772,633 | $45,397,000 | 2.24% |
| Signature Wealth Management Group | 112,353 | $2,908,000 | 1.92% |
| Motley Fool Wealth Management, LLC | 975,507 | $25,246,000 | 1.67% |
| Day & Ennis, LLC | 117,665 | $3,045,000 | 1.57% |
| Capital Investment Advisors, LLC | 1,065,165 | $27,566,000 | 1.44% |
| Aptus Capital Advisors, LLC | 811,145 | $20,935,000 | 1.17% |
| SIGMA INVESTMENT COUNSELORS INC | 374,538 | $9,693,000 | 1.10% |
| Ranch Capital Advisors Inc. | 36,679 | $949,000 | 1.02% |