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 | $2,844,271 | -12.0% | 116,712 | -12.0% | 0.11% | -9.8% |
| Q2 2023 | $3,231,690 | +2.1% | 132,555 | +2.7% | 0.12% | -3.9% |
| Q1 2023 | $3,164,958 | +6.3% | 129,024 | +5.3% | 0.13% | +2.4% |
| Q4 2022 | $2,978,567 | +2.2% | 122,474 | +1.4% | 0.12% | -8.1% |
| Q3 2022 | $2,914,000 | +11.9% | 120,767 | +14.6% | 0.14% | +18.4% |
| Q2 2022 | $2,603,000 | +19.9% | 105,375 | +22.5% | 0.11% | +35.7% |
| Q1 2022 | $2,171,000 | +9.0% | 85,987 | +14.1% | 0.08% | +15.1% |
| Q4 2021 | $1,991,000 | +14.2% | 75,353 | +16.0% | 0.07% | +5.8% |
| Q3 2021 | $1,743,000 | +9.5% | 64,946 | +10.1% | 0.07% | +9.5% |
| Q2 2021 | $1,592,000 | +87.3% | 58,970 | +89.9% | 0.06% | +90.9% |
| Q4 2020 | $850,000 | +67.3% | 31,050 | +65.9% | 0.03% | +50.0% |
| Q3 2020 | $508,000 | +16.5% | 18,720 | +15.8% | 0.02% | +10.0% |
| Q2 2020 | $436,000 | – | 16,165 | – | 0.02% | – |
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% |