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 | $1,238,654 | +501.3% | 50,827 | +510.5% | 0.09% | +481.2% |
| Q2 2022 | $206,000 | -30.2% | 8,325 | -28.7% | 0.02% | -20.0% |
| Q1 2022 | $295,000 | -3.0% | 11,680 | +1.7% | 0.02% | +5.3% |
| Q4 2021 | $304,000 | -1.3% | 11,490 | 0.0% | 0.02% | -9.5% |
| Q3 2021 | $308,000 | -0.6% | 11,490 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $310,000 | +20.2% | 11,490 | +19.4% | 0.02% | +15.8% |
| Q1 2021 | $258,000 | – | 9,620 | – | 0.02% | – |
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% |