ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 276 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,135,804 | +13.3% | 45,688 | +13.1% | 0.28% | +13.1% |
| Q1 2024 | $1,002,324 | +12.8% | 40,400 | +12.5% | 0.25% | +6.3% |
| Q4 2023 | $888,860 | +51.2% | 35,899 | +48.8% | 0.24% | +37.8% |
| Q3 2023 | $587,902 | +10.6% | 24,124 | +10.7% | 0.17% | +11.0% |
| Q2 2023 | $531,460 | – | 21,799 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 326,446 | $8,466,000 | 4.07% |
| PFG Private Wealth Management, LLC | 114,473 | $2,969,000 | 2.65% |
| RVW Wealth, LLC | 379,614 | $9,847,000 | 2.15% |
| Signature Wealth Management Group | 115,898 | $3,006,000 | 1.90% |
| Gateway Advisory, LLC | 281,776 | $7,309,000 | 1.80% |
| Aptus Capital Advisors, LLC | 967,675 | $25,101,000 | 1.78% |
| Day & Ennis, LLC | 122,090 | $3,167,000 | 1.55% |
| Motley Fool Wealth Management, LLC | 966,477 | $25,070,000 | 1.50% |
| Capital Investment Advisors, LLC | 1,074,360 | $28,016,000 | 1.35% |
| SIGMA INVESTMENT COUNSELORS INC | 437,341 | $11,345,000 | 1.19% |