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 | $10,104,821 | +1.4% | 414,642 | +1.4% | 2.30% | +6.7% |
| Q2 2023 | $9,970,058 | +3.6% | 408,944 | +4.3% | 2.15% | -2.4% |
| Q1 2023 | $9,621,692 | +18.3% | 392,242 | +17.3% | 2.20% | +16.5% |
| Q4 2022 | $8,132,904 | +50.9% | 334,412 | +49.8% | 1.89% | +45.9% |
| Q3 2022 | $5,388,000 | +37.2% | 223,303 | +40.5% | 1.30% | +50.6% |
| Q2 2022 | $3,926,000 | +1502.4% | 158,960 | +1537.9% | 0.86% | +1771.7% |
| Q1 2022 | $245,000 | -37.5% | 9,705 | -34.6% | 0.05% | -31.3% |
| Q4 2021 | $392,000 | – | 14,832 | – | 0.07% | – |
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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% |