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 | $4,825 | -0.0% | 198 | 0.0% | 0.00% | – |
| Q2 2023 | $4,827 | -98.2% | 198 | -98.2% | 0.00% | -100.0% |
| Q1 2023 | $269,020 | +18.8% | 10,967 | +17.8% | 0.02% | +16.7% |
| Q4 2022 | $226,492 | +0.2% | 9,313 | -0.7% | 0.02% | -14.3% |
| Q3 2022 | $226,000 | +41.2% | 9,379 | +45.0% | 0.02% | +50.0% |
| Q2 2022 | $160,000 | – | 6,468 | – | 0.01% | – |
| Q1 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $32,000 | -3.0% | 1,218 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | 0.0% | 1,218 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $33,000 | -32.7% | 1,218 | -33.9% | 0.00% | -33.3% |
| Q1 2021 | $49,000 | -2.0% | 1,842 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $50,000 | 0.0% | 1,842 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $50,000 | 0.0% | 1,842 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $50,000 | +8.7% | 1,842 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $46,000 | +17.9% | 1,842 | +22.4% | 0.01% | +25.0% |
| Q4 2019 | $39,000 | 0.0% | 1,505 | 0.0% | 0.00% | -60.0% |
| Q3 2019 | $39,000 | 0.0% | 1,505 | 0.0% | 0.01% | +150.0% |
| Q2 2019 | $39,000 | +254.5% | 1,505 | +214.9% | 0.00% | +300.0% |
| Q1 2019 | $11,000 | – | 478 | – | 0.00% | – |
| Q4 2018 | $0 | – | 0 | – | 0.00% | – |
| Q3 2018 | $0 | – | 0 | – | 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% |