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 | $3,541,209 | +12.6% | 145,311 | +12.7% | 0.01% | +25.0% |
| Q2 2023 | $3,144,364 | -2.1% | 128,973 | -1.5% | 0.00% | 0.0% |
| Q1 2023 | $3,213,188 | -25.0% | 130,990 | -25.6% | 0.00% | -33.3% |
| Q4 2022 | $4,282,737 | +18.7% | 176,100 | +17.8% | 0.01% | 0.0% |
| Q3 2022 | $3,608,000 | +81.4% | 149,520 | +85.7% | 0.01% | +100.0% |
| Q2 2022 | $1,989,000 | -2.0% | 80,534 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $2,030,000 | +37.3% | 80,364 | +43.6% | 0.00% | +50.0% |
| Q4 2021 | $1,479,000 | +4.3% | 55,970 | +6.0% | 0.00% | -33.3% |
| Q3 2021 | $1,418,000 | +2.5% | 52,822 | +3.0% | 0.00% | 0.0% |
| Q2 2021 | $1,384,000 | +40.2% | 51,281 | +39.4% | 0.00% | +50.0% |
| Q1 2021 | $987,000 | +21.0% | 36,776 | +23.4% | 0.00% | 0.0% |
| Q4 2020 | $816,000 | +63.2% | 29,808 | +61.7% | 0.00% | +100.0% |
| Q3 2020 | $500,000 | +47.1% | 18,434 | +46.2% | 0.00% | 0.0% |
| Q2 2020 | $340,000 | +48.5% | 12,605 | +37.4% | 0.00% | 0.0% |
| Q1 2020 | $229,000 | -45.6% | 9,171 | -43.5% | 0.00% | 0.0% |
| Q4 2019 | $421,000 | -39.5% | 16,240 | -39.6% | 0.00% | -66.7% |
| Q3 2019 | $696,000 | +65.3% | 26,884 | +63.5% | 0.00% | +50.0% |
| Q2 2019 | $421,000 | +63.2% | 16,438 | +58.7% | 0.00% | +100.0% |
| Q1 2019 | $258,000 | +163.3% | 10,355 | +149.3% | 0.00% | – |
| Q4 2018 | $98,000 | +250.0% | 4,153 | +255.0% | 0.00% | – |
| Q1 2018 | $28,000 | – | 1,170 | – | 0.00% | – |
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% |