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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,348 | -0.0% | 96,329 | 0.0% | 1.25% | +3.2% |
| Q2 2023 | $2,349 | -1.8% | 96,329 | -1.2% | 1.21% | -6.2% |
| Q1 2023 | $2,392 | +0.8% | 97,529 | 0.0% | 1.29% | -1.9% |
| Q4 2022 | $2,372 | -99.9% | 97,529 | 0.0% | 1.32% | +1.7% |
| Q3 2022 | $2,353,000 | -2.2% | 97,529 | +0.1% | 1.30% | +3.8% |
| Q2 2022 | $2,407,000 | -2.0% | 97,452 | +0.2% | 1.25% | +15.3% |
| Q1 2022 | $2,456,000 | -4.9% | 97,252 | -0.5% | 1.08% | +0.2% |
| Q4 2021 | $2,583,000 | +181.4% | 97,752 | +185.9% | 1.08% | +162.6% |
| Q3 2021 | $918,000 | +100.4% | 34,196 | +101.4% | 0.41% | +98.1% |
| Q2 2021 | $458,000 | +32.4% | 16,977 | +31.7% | 0.21% | +25.3% |
| Q1 2021 | $346,000 | +2.4% | 12,887 | +4.5% | 0.17% | -0.6% |
| Q4 2020 | $338,000 | – | 12,337 | – | 0.17% | – |
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% |