ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 270 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,799,000 | -8.2% | 1,017,596 | -8.1% | 0.01% | 0.0% |
| Q2 2023 | $27,007,000 | +0.8% | 1,107,719 | +1.4% | 0.01% | -12.5% |
| Q1 2023 | $26,789,000 | +34.2% | 1,092,115 | +33.1% | 0.01% | +33.3% |
| Q4 2022 | $19,955,000 | +35.6% | 820,523 | +34.6% | 0.01% | +20.0% |
| Q3 2022 | $14,711,000 | -3.6% | 609,689 | -1.3% | 0.01% | +25.0% |
| Q2 2022 | $15,263,000 | -2.6% | 617,875 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $15,670,000 | +4.9% | 620,591 | +9.8% | 0.00% | +33.3% |
| Q4 2021 | $14,936,000 | +3.3% | 565,330 | +5.0% | 0.00% | -25.0% |
| Q3 2021 | $14,459,000 | -10.3% | 538,588 | -9.9% | 0.00% | 0.0% |
| Q2 2021 | $16,127,000 | +12.2% | 597,502 | +11.6% | 0.00% | 0.0% |
| Q1 2021 | $14,371,000 | +25.5% | 535,635 | +28.1% | 0.00% | +33.3% |
| Q4 2020 | $11,449,000 | +64.2% | 418,290 | +62.8% | 0.00% | +50.0% |
| Q3 2020 | $6,971,000 | +22.9% | 256,949 | +22.2% | 0.00% | 0.0% |
| Q2 2020 | $5,673,000 | +28.0% | 210,269 | +18.4% | 0.00% | 0.0% |
| Q1 2020 | $4,433,000 | +30.5% | 177,554 | +35.6% | 0.00% | +100.0% |
| Q4 2019 | $3,397,000 | +34.5% | 130,961 | +34.3% | 0.00% | 0.0% |
| Q3 2019 | $2,525,000 | +12.8% | 97,537 | +11.6% | 0.00% | 0.0% |
| Q2 2019 | $2,238,000 | +21.5% | 87,413 | +18.0% | 0.00% | 0.0% |
| Q1 2019 | $1,842,000 | +20.1% | 74,076 | +14.0% | 0.00% | 0.0% |
| Q4 2018 | $1,534,000 | +44.2% | 65,006 | +46.0% | 0.00% | – |
| Q3 2018 | $1,064,000 | +31.0% | 44,512 | +31.2% | 0.00% | – |
| Q2 2018 | $812,000 | +427.3% | 33,935 | +434.7% | 0.00% | – |
| Q1 2018 | $154,000 | +305.3% | 6,346 | +320.3% | 0.00% | – |
| Q4 2017 | $38,000 | +137.5% | 1,510 | +147.5% | 0.00% | – |
| Q3 2017 | $16,000 | +6.7% | 610 | 0.0% | 0.00% | – |
| Q2 2017 | $15,000 | +50.0% | 610 | +48.8% | 0.00% | – |
| Q1 2017 | $10,000 | – | 410 | +2311.8% | 0.00% | – |
| Q4 2016 | $0 | -100.0% | 17 | -91.1% | 0.00% | – |
| Q3 2016 | $4,000 | 0.0% | 192 | 0.0% | 0.00% | – |
| Q2 2016 | $4,000 | – | 192 | +1029.4% | 0.00% | – |
| Q1 2016 | $0 | -100.0% | 17 | -57.5% | 0.00% | – |
| Q3 2015 | $1,000 | – | 40 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 385,938 | $9,405,308 | 6.99% |
| Keeler Thomas Management LLC | 604,202 | $14,928,777 | 5.52% |
| Scissortail Wealth Management, LLC | 236,003 | $5,751,390 | 4.53% |
| Envision Financial Planning, LLC | 161,317 | $3,931,284 | 3.89% |
| Summit Asset Management, LLC | 549,950 | $13,402,274 | 3.64% |
| Windsor Capital Management, LLC | 429,255 | $10,460,954 | 3.62% |
| Gateway Advisory, LLC | 698,889 | $17,031,914 | 3.47% |
| Houlihan Financial Resource Group, Ltd. | 226,696 | $5,528 | 2.96% |
| Syntegra Private Wealth Group, LLC | 773,021 | $18,838,525 | 2.96% |
| Peloton Wealth Strategists | 256,525 | $6,252 | 2.88% |