ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 161 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,028 | +56.0% | 42,180 | +56.0% | 0.00% | 0.0% |
| Q2 2023 | $659 | +146.8% | 27,032 | +148.0% | 0.00% | +100.0% |
| Q1 2023 | $267 | -99.9% | 10,901 | +29.0% | 0.00% | – |
| Q4 2021 | $228,000 | 0.0% | 8,451 | 0.0% | 0.00% | – |
| Q2 2021 | $228,000 | -38.2% | 8,451 | -38.6% | 0.00% | -100.0% |
| Q1 2021 | $369,000 | +14.2% | 13,769 | +16.5% | 0.00% | 0.0% |
| Q4 2020 | $323,000 | – | 11,817 | – | 0.00% | – |
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% |