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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $260,000 | -49.9% | 10,308 | -47.6% | 0.06% | -51.6% |
| Q4 2021 | $519,000 | -89.3% | 19,665 | -89.1% | 0.12% | -76.4% |
| Q3 2021 | $4,836,000 | +107.3% | 180,198 | +108.4% | 0.52% | -21.3% |
| Q2 2021 | $2,333,000 | +9.3% | 86,458 | +8.6% | 0.66% | -3.7% |
| Q1 2021 | $2,135,000 | +217.7% | 79,580 | +224.0% | 0.68% | +174.6% |
| Q4 2020 | $672,000 | -20.6% | 24,563 | -21.3% | 0.25% | -30.5% |
| Q3 2020 | $846,000 | +45.6% | 31,203 | +45.0% | 0.36% | +26.6% |
| Q2 2020 | $581,000 | – | 21,520 | – | 0.28% | – |
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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% |