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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 252,028 | $6,766,000 | 3.96% |
| Aptus Capital Advisors, LLC | 4,719,513 | $126,695,000 | 3.27% |
| RVW Wealth, LLC | 956,416 | $26,000,000 | 3.12% |
| 4Thought Financial Group Inc. | 133,585 | $3,586,000 | 3.11% |
| TLWM | 289,792 | $7,779,000 | 2.96% |
| Karp Capital Management Corp | 698,505 | $18,751,000 | 2.64% |
| Peloton Wealth Strategists | 210,700 | $5,656,000 | 2.32% |
| Sound View Wealth Advisors Group, LLC | 373,371 | $10,023,000 | 2.09% |
| SIGMA INVESTMENT COUNSELORS INC | 997,841 | $26,787,000 | 1.98% |
| Cribstone Capital Management, LLC | 122,151 | $3,279,000 | 1.95% |