ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,213,052 | -15.4% | 1,321,833 | -15.4% | 0.01% | -18.2% |
| Q2 2023 | $38,098,225 | -11.7% | 1,562,684 | -11.1% | 0.01% | -8.3% |
| Q1 2023 | $43,134,198 | -7.6% | 1,758,426 | -8.4% | 0.01% | -14.3% |
| Q4 2022 | $46,700,468 | +13.1% | 1,920,250 | +12.2% | 0.01% | +7.7% |
| Q3 2022 | $41,290,000 | +38.2% | 1,711,143 | +41.5% | 0.01% | +44.4% |
| Q2 2022 | $29,876,000 | -10.0% | 1,209,576 | -8.0% | 0.01% | 0.0% |
| Q1 2022 | $33,194,000 | +2.4% | 1,314,623 | +7.2% | 0.01% | +12.5% |
| Q4 2021 | $32,414,000 | +1.7% | 1,226,857 | +3.4% | 0.01% | +14.3% |
| Q3 2021 | $31,861,000 | +3.8% | 1,186,877 | +4.4% | 0.01% | 0.0% |
| Q2 2021 | $30,698,000 | +5.3% | 1,137,380 | +4.7% | 0.01% | 0.0% |
| Q1 2021 | $29,147,000 | +18.5% | 1,086,385 | +20.9% | 0.01% | +16.7% |
| Q4 2020 | $24,587,000 | +31.4% | 898,309 | +30.2% | 0.01% | +20.0% |
| Q3 2020 | $18,714,000 | -6.3% | 689,789 | -6.9% | 0.01% | -16.7% |
| Q2 2020 | $19,981,000 | +14.2% | 740,599 | +5.7% | 0.01% | 0.0% |
| Q1 2020 | $17,493,000 | +11.0% | 700,536 | +15.3% | 0.01% | +50.0% |
| Q4 2019 | $15,765,000 | +13.2% | 607,740 | +13.0% | 0.00% | 0.0% |
| Q3 2019 | $13,922,000 | +25.7% | 537,959 | +24.4% | 0.00% | +33.3% |
| Q2 2019 | $11,075,000 | +20.3% | 432,446 | +16.9% | 0.00% | 0.0% |
| Q1 2019 | $9,203,000 | -33.2% | 370,050 | -36.6% | 0.00% | -40.0% |
| Q4 2018 | $13,775,000 | +9.9% | 583,691 | +11.4% | 0.01% | +25.0% |
| Q3 2018 | $12,530,000 | +242.1% | 524,046 | +242.4% | 0.00% | +300.0% |
| Q2 2018 | $3,663,000 | +25.7% | 153,061 | +27.5% | 0.00% | 0.0% |
| Q1 2018 | $2,913,000 | +18.8% | 120,041 | +22.6% | 0.00% | 0.0% |
| Q4 2017 | $2,451,000 | +192.1% | 97,922 | +193.6% | 0.00% | – |
| Q3 2017 | $839,000 | +55.4% | 33,356 | +54.3% | 0.00% | – |
| Q2 2017 | $540,000 | +19.7% | 21,616 | +18.3% | 0.00% | – |
| Q1 2017 | $451,000 | +36.7% | 18,278 | +34.8% | 0.00% | – |
| Q4 2016 | $330,000 | – | 13,556 | – | 0.00% | – |
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% |