ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 164 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,332 | -0.0% | 465 | 0.0% | 0.00% | – |
| Q2 2023 | $11,337 | -0.6% | 465 | 0.0% | 0.00% | – |
| Q1 2023 | $11,406 | +0.9% | 465 | 0.0% | 0.00% | – |
| Q4 2022 | $11,309 | +2.8% | 465 | 0.0% | 0.00% | – |
| Q3 2022 | $11,000 | 0.0% | 465 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -8.3% | 465 | 0.0% | 0.00% | – |
| Q1 2022 | $12,000 | -96.6% | 465 | -96.5% | 0.00% | – |
| Q2 2021 | $354,000 | +0.6% | 13,125 | 0.0% | 0.00% | – |
| Q1 2021 | $352,000 | +25.3% | 13,125 | +27.9% | 0.00% | – |
| Q4 2020 | $281,000 | +1.1% | 10,265 | 0.0% | 0.00% | – |
| Q3 2020 | $278,000 | +0.4% | 10,265 | 0.0% | 0.00% | – |
| Q2 2020 | $277,000 | +8.2% | 10,265 | 0.0% | 0.00% | – |
| Q1 2020 | $256,000 | -3.8% | 10,265 | 0.0% | 0.00% | – |
| Q4 2019 | $266,000 | +60.2% | 10,265 | +60.3% | 0.00% | – |
| Q3 2019 | $166,000 | +15.3% | 6,405 | +14.0% | 0.00% | – |
| Q2 2019 | $144,000 | – | 5,620 | – | 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% |