ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 209 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
---|---|---|---|
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% |