ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 290 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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% |