ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,493 | -0.0% | 9,335 | 0.0% | 0.02% | +4.2% |
| Q2 2023 | $227,586 | -18.3% | 9,335 | -17.8% | 0.02% | -22.6% |
| Q1 2023 | $278,415 | +0.9% | 11,350 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $276,032 | -4.5% | 11,350 | -5.4% | 0.03% | -16.2% |
| Q3 2022 | $289,000 | -2.4% | 12,000 | 0.0% | 0.04% | +5.7% |
| Q2 2022 | $296,000 | +1.0% | 12,000 | +3.4% | 0.04% | +12.9% |
| Q1 2022 | $293,000 | +6.5% | 11,600 | +11.3% | 0.03% | +14.8% |
| Q4 2021 | $275,000 | -3.5% | 10,425 | -2.1% | 0.03% | -15.6% |
| Q3 2021 | $285,000 | +0.7% | 10,650 | +1.7% | 0.03% | +3.2% |
| Q2 2021 | $283,000 | 0.0% | 10,475 | -0.9% | 0.03% | -6.1% |
| Q1 2021 | $283,000 | -2.4% | 10,575 | 0.0% | 0.03% | -5.7% |
| Q4 2020 | $290,000 | -23.1% | 10,575 | -24.0% | 0.04% | -31.4% |
| Q3 2020 | $377,000 | -7.4% | 13,910 | -7.8% | 0.05% | -12.1% |
| Q2 2020 | $407,000 | +5.7% | 15,085 | -2.1% | 0.06% | -7.9% |
| Q1 2020 | $385,000 | -9.8% | 15,410 | -6.4% | 0.06% | +21.2% |
| Q4 2019 | $427,000 | +2.9% | 16,465 | +2.6% | 0.05% | -3.7% |
| Q3 2019 | $415,000 | +4.3% | 16,040 | +3.1% | 0.05% | +3.8% |
| Q2 2019 | $398,000 | +2.6% | 15,565 | 0.0% | 0.05% | +2.0% |
| Q1 2019 | $388,000 | -3.2% | 15,565 | -8.3% | 0.05% | -13.6% |
| Q4 2018 | $401,000 | +8.4% | 16,975 | +9.5% | 0.06% | +20.4% |
| Q3 2018 | $370,000 | -0.3% | 15,500 | 0.0% | 0.05% | -5.8% |
| Q2 2018 | $371,000 | – | 15,500 | – | 0.05% | – |
Download | ||||||
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% |