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 | $4,611 | -7.2% | 189,191 | -7.2% | 0.02% | 0.0% |
| Q2 2023 | $4,969 | -26.8% | 203,799 | -26.3% | 0.02% | -39.3% |
| Q1 2023 | $6,786 | +3.9% | 276,629 | +3.0% | 0.03% | +12.0% |
| Q4 2022 | $6,531 | -99.9% | 268,549 | -11.8% | 0.02% | -19.4% |
| Q3 2022 | $7,345,000 | -0.8% | 304,396 | +1.0% | 0.03% | -6.1% |
| Q2 2022 | $7,406,000 | -5.8% | 301,306 | -3.3% | 0.03% | -2.9% |
| Q1 2022 | $7,866,000 | -24.3% | 311,530 | -20.8% | 0.03% | -15.0% |
| Q4 2021 | $10,388,000 | +6.2% | 393,177 | +7.9% | 0.04% | -4.8% |
| Q3 2021 | $9,779,000 | +8.6% | 364,258 | +9.2% | 0.04% | +5.0% |
| Q2 2021 | $9,007,000 | +21.3% | 333,699 | +20.6% | 0.04% | +11.1% |
| Q1 2021 | $7,425,000 | +9.5% | 276,750 | +11.7% | 0.04% | +9.1% |
| Q4 2020 | $6,780,000 | +9.0% | 247,709 | +8.1% | 0.03% | -5.7% |
| Q3 2020 | $6,219,000 | +39.2% | 229,213 | +38.4% | 0.04% | +25.0% |
| Q2 2020 | $4,468,000 | +89.2% | 165,592 | +75.1% | 0.03% | +47.4% |
| Q1 2020 | $2,361,000 | +18.8% | 94,568 | +23.4% | 0.02% | +46.2% |
| Q4 2019 | $1,988,000 | +4.6% | 76,639 | +4.4% | 0.01% | -7.1% |
| Q3 2019 | $1,900,000 | +4.5% | 73,421 | +3.4% | 0.01% | 0.0% |
| Q2 2019 | $1,819,000 | +9.4% | 71,027 | +6.2% | 0.01% | 0.0% |
| Q1 2019 | $1,663,000 | – | 66,878 | – | 0.01% | – |
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% |