ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 63 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,142 | +1.5% | 87,893 | +1.5% | 0.01% | 0.0% |
| Q2 2023 | $2,111 | +14.1% | 86,585 | +14.8% | 0.01% | -7.7% |
| Q1 2023 | $1,850 | +62.0% | 75,408 | +60.5% | 0.01% | +85.7% |
| Q4 2022 | $1,142 | -99.8% | 46,976 | +120.0% | 0.01% | +75.0% |
| Q3 2022 | $515,000 | +25.3% | 21,349 | +28.4% | 0.00% | +33.3% |
| Q2 2022 | $411,000 | -10.3% | 16,631 | -8.3% | 0.00% | 0.0% |
| Q1 2022 | $458,000 | -2.3% | 18,144 | +2.3% | 0.00% | 0.0% |
| Q4 2021 | $469,000 | -9.6% | 17,734 | -8.4% | 0.00% | -25.0% |
| Q3 2021 | $519,000 | +32.4% | 19,350 | +33.1% | 0.00% | +33.3% |
| Q2 2021 | $392,000 | +2.6% | 14,538 | +2.1% | 0.00% | -25.0% |
| Q1 2021 | $382,000 | +46.4% | 14,233 | +49.1% | 0.00% | +33.3% |
| Q4 2020 | $261,000 | -0.8% | 9,549 | -11.8% | 0.00% | -50.0% |
| Q1 2018 | $263,000 | -13.2% | 10,821 | -10.6% | 0.01% | 0.0% |
| Q4 2017 | $303,000 | – | 12,106 | – | 0.01% | – |
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% |