ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 244 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $711,513 | +66.1% | 29,196 | +66.2% | 0.01% | +60.0% |
| Q2 2023 | $428,410 | -12.3% | 17,572 | -11.7% | 0.01% | -16.7% |
| Q1 2023 | $488,295 | +19.5% | 19,906 | +18.5% | 0.01% | +20.0% |
| Q4 2022 | $408,459 | +69.5% | 16,795 | +72.1% | 0.01% | +25.0% |
| Q2 2022 | $241,000 | +17.6% | 9,761 | +20.6% | 0.00% | +33.3% |
| Q1 2022 | $205,000 | -13.5% | 8,091 | -9.9% | 0.00% | -25.0% |
| Q4 2021 | $237,000 | -1.2% | 8,979 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $240,000 | 0.0% | 8,962 | +1.2% | 0.00% | 0.0% |
| Q2 2021 | $240,000 | +2.1% | 8,854 | +0.1% | 0.00% | -20.0% |
| Q1 2021 | $235,000 | -12.3% | 8,844 | -10.1% | 0.01% | -16.7% |
| Q4 2020 | $268,000 | – | 9,837 | – | 0.01% | – |
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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% |