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 | $2,009 | +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 ↓ |
|---|---|---|---|
| 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% |