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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $340,475 | +11.8% | 13,751 | +10.0% | 0.22% | +0.5% |
| Q3 2023 | $304,625 | +4.3% | 12,500 | +4.4% | 0.22% | +7.2% |
| Q2 2023 | $291,999 | -0.6% | 11,977 | 0.0% | 0.21% | -3.7% |
| Q1 2023 | $293,796 | +100860.8% | 11,977 | 0.0% | 0.22% | -7.7% |
| Q4 2022 | $291 | -99.9% | 11,977 | +11.9% | 0.23% | -2.1% |
| Q3 2022 | $258,000 | -3.0% | 10,703 | 0.0% | 0.24% | +9.2% |
| Q2 2022 | $266,000 | – | 10,703 | – | 0.22% | – |
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% |