ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 110 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $189,477 | -59.1% | 7,775 | -59.1% | 0.02% | -56.6% |
| Q2 2023 | $462,977 | -22.7% | 18,990 | -22.2% | 0.05% | -24.3% |
| Q1 2023 | $598,900 | -66.2% | 24,415 | -66.5% | 0.07% | -79.2% |
| Q4 2022 | $1,773,195 | -55.1% | 72,911 | -50.4% | 0.34% | -30.9% |
| Q1 2021 | $3,945,000 | -8.3% | 147,035 | -6.4% | 0.49% | -16.1% |
| Q4 2020 | $4,301,000 | -0.7% | 157,150 | -1.6% | 0.58% | -11.2% |
| Q3 2020 | $4,333,000 | -7.7% | 159,725 | -8.2% | 0.65% | -13.2% |
| Q2 2020 | $4,695,000 | +1.3% | 174,005 | -6.3% | 0.75% | -14.9% |
| Q1 2020 | $4,635,000 | +40.3% | 185,640 | +45.8% | 0.88% | +90.3% |
| Q4 2019 | $3,304,000 | – | 127,355 | – | 0.46% | – |
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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% |