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 | $2,009 | +0.8% | 82,455 | +0.8% | 0.47% | +9.0% |
| Q2 2023 | $1,994 | -2.4% | 81,805 | -1.8% | 0.43% | -4.2% |
| Q1 2023 | $2,043 | -5.7% | 83,300 | -6.5% | 0.45% | -4.6% |
| Q4 2022 | $2,167 | -99.9% | 89,120 | +2.4% | 0.47% | -10.1% |
| Q3 2022 | $2,100,000 | -2.3% | 87,015 | -0.0% | 0.53% | +8.4% |
| Q2 2022 | $2,150,000 | -2.1% | 87,025 | 0.0% | 0.49% | +13.6% |
| Q1 2022 | $2,197,000 | -3.2% | 87,025 | +1.3% | 0.43% | +6.2% |
| Q4 2021 | $2,270,000 | +46.5% | 85,915 | +48.9% | 0.40% | +33.4% |
| Q3 2021 | $1,549,000 | +20.9% | 57,700 | +21.5% | 0.30% | +23.3% |
| Q2 2021 | $1,281,000 | -46.5% | 47,475 | -46.3% | 0.24% | -46.3% |
| Q1 2021 | $2,394,000 | +100.5% | 88,380 | +102.6% | 0.46% | +103.6% |
| Q4 2020 | $1,194,000 | +1048.1% | 43,625 | +1027.3% | 0.22% | +918.2% |
| Q3 2020 | $104,000 | -90.0% | 3,870 | 0.0% | 0.02% | -88.0% |
| Q2 2020 | $1,044,000 | – | 3,870 | – | 0.18% | – |
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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% |