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 | $2,582 | +0.9% | 105,937 | +0.6% | 1.11% | +4.0% |
| Q2 2023 | $2,560 | +10.2% | 105,346 | +11.2% | 1.07% | +1.9% |
| Q1 2023 | $2,323 | +11.0% | 94,711 | +10.1% | 1.05% | +9.2% |
| Q4 2022 | $2,093 | -99.9% | 86,003 | +5.0% | 0.96% | -1.7% |
| Q3 2022 | $1,974,000 | +195.5% | 81,899 | +203.4% | 0.98% | +191.1% |
| Q2 2022 | $668,000 | – | 26,992 | – | 0.34% | – |
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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% |