ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,151,005 | +35.8% | 457,571 | +35.8% | 1.31% | +31.9% |
| Q2 2023 | $8,212,988 | +2.0% | 336,874 | +2.6% | 0.99% | -5.6% |
| Q1 2023 | $8,055,407 | +103108.3% | 328,390 | +2.3% | 1.05% | -0.8% |
| Q4 2022 | $7,805 | -99.9% | 320,924 | -4.0% | 1.06% | -9.9% |
| Q3 2022 | $8,063,000 | -2.2% | 334,148 | +0.1% | 1.18% | +4.5% |
| Q2 2022 | $8,248,000 | +436.6% | 333,928 | +448.8% | 1.12% | +511.4% |
| Q1 2022 | $1,537,000 | +148.3% | 60,852 | +159.7% | 0.18% | +152.1% |
| Q4 2021 | $619,000 | -19.4% | 23,436 | -18.0% | 0.07% | -26.3% |
| Q3 2021 | $768,000 | +4.6% | 28,586 | +5.1% | 0.10% | +6.5% |
| Q2 2021 | $734,000 | +22.7% | 27,201 | +22.0% | 0.09% | +17.7% |
| Q1 2021 | $598,000 | +8.1% | 22,295 | +10.3% | 0.08% | -26.9% |
| Q4 2020 | $553,000 | +47.9% | 20,206 | +46.5% | 0.11% | +36.7% |
| Q3 2020 | $374,000 | +240.0% | 13,795 | +238.6% | 0.08% | +229.2% |
| Q2 2020 | $110,000 | +22.2% | 4,074 | +12.9% | 0.02% | +14.3% |
| Q1 2020 | $90,000 | +50.0% | 3,608 | +55.4% | 0.02% | +75.0% |
| Q4 2019 | $60,000 | – | 2,322 | – | 0.01% | – |
Download | ||||||
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% |