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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,300,000 | -12.3% | 249,490 | -8.2% | 0.27% | -6.6% |
| Q4 2021 | $7,182,000 | +5.7% | 271,855 | +7.4% | 0.29% | -1.0% |
| Q3 2021 | $6,796,000 | +11.0% | 253,155 | +11.6% | 0.29% | +10.2% |
| Q2 2021 | $6,124,000 | +5.4% | 226,895 | +4.8% | 0.26% | -4.0% |
| Q1 2021 | $5,811,000 | +31.7% | 216,570 | +34.3% | 0.28% | +26.0% |
| Q4 2020 | $4,412,000 | – | 161,200 | – | 0.22% | – |
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% |