ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 149 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441,316 | +0.6% | 18,109 | +0.6% | 0.02% | +5.9% |
| Q2 2023 | $438,816 | -0.5% | 17,999 | +0.1% | 0.02% | -5.6% |
| Q1 2023 | $440,951 | +9.0% | 17,976 | +8.1% | 0.02% | +12.5% |
| Q4 2022 | $404,539 | +0.9% | 16,634 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $401,000 | -2.4% | 16,634 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $411,000 | -2.1% | 16,634 | 0.0% | 0.02% | +5.9% |
| Q1 2022 | $420,000 | -0.9% | 16,634 | +3.7% | 0.02% | 0.0% |
| Q4 2021 | $424,000 | -1.4% | 16,042 | +0.1% | 0.02% | -15.0% |
| Q3 2021 | $430,000 | -9.5% | 16,021 | -9.0% | 0.02% | -9.1% |
| Q2 2021 | $475,000 | +0.6% | 17,604 | 0.0% | 0.02% | -8.3% |
| Q1 2021 | $472,000 | +3.3% | 17,604 | +5.4% | 0.02% | 0.0% |
| Q4 2020 | $457,000 | +0.2% | 16,710 | -0.5% | 0.02% | 0.0% |
| Q3 2020 | $456,000 | +0.7% | 16,796 | 0.0% | 0.02% | -7.7% |
| Q2 2020 | $453,000 | +3.2% | 16,796 | -4.5% | 0.03% | -16.1% |
| Q1 2020 | $439,000 | +2.3% | 17,581 | +6.4% | 0.03% | +24.0% |
| Q4 2019 | $429,000 | +0.9% | 16,520 | +0.6% | 0.02% | -3.8% |
| Q3 2019 | $425,000 | +1.7% | 16,423 | 0.0% | 0.03% | -3.7% |
| Q2 2019 | $418,000 | +3.5% | 16,423 | +1.2% | 0.03% | -3.6% |
| Q1 2019 | $404,000 | -36.2% | 16,226 | -39.5% | 0.03% | -41.7% |
| Q4 2018 | $633,000 | -3.2% | 26,831 | -1.9% | 0.05% | -7.7% |
| Q3 2018 | $654,000 | +2.8% | 27,343 | +2.8% | 0.05% | -8.8% |
| Q2 2018 | $636,000 | +1.0% | 26,594 | +2.5% | 0.06% | +5.6% |
| Q1 2018 | $630,000 | +64.1% | 25,945 | +69.1% | 0.05% | +54.3% |
| Q4 2017 | $384,000 | +29.3% | 15,340 | +30.0% | 0.04% | +52.2% |
| Q3 2017 | $297,000 | +0.7% | 11,798 | 0.0% | 0.02% | -8.0% |
| Q2 2017 | $295,000 | +9.3% | 11,798 | +7.8% | 0.02% | +4.2% |
| Q1 2017 | $270,000 | +24.4% | 10,944 | +22.8% | 0.02% | +4.3% |
| Q4 2016 | $217,000 | – | 8,911 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Royal Harbor Partners, LLC | 398,166 | $9,683,397 | 5.98% |
| WJ Wealth Management, LLC | 378,946 | $9,215,939 | 5.35% |
| PFG Private Wealth Management, LLC | 294,943 | $7,173 | 4.45% |
| Gateway Advisory, LLC | 660,854 | $16,072 | 4.12% |
| Windsor Capital Management, LLC | 417,829 | $10,161,600 | 3.70% |
| Wick Capital Partners, LLC | 260,029 | $6,324 | 3.55% |
| Summit Asset Management, LLC | 499,710 | $12,152,947 | 3.52% |
| Foundation Wealth Management, LLC | 140,261 | $3,411,194 | 3.46% |
| Richard P Slaughter Associates Inc | 372,044 | $9,048,110 | 2.84% |
| 4Thought Financial Group Inc. | 127,647 | $3,104,000 | 2.80% |