ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $834,258 | +42.7% | 34,233 | +42.8% | 0.02% | +47.1% |
| Q2 2023 | $584,511 | -0.6% | 23,975 | 0.0% | 0.02% | -10.5% |
| Q1 2023 | $588,107 | +0.9% | 23,975 | 0.0% | 0.02% | -5.0% |
| Q4 2022 | $583,072 | +90.5% | 23,975 | +88.8% | 0.02% | +66.7% |
| Q3 2022 | $306,000 | -2.5% | 12,699 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $314,000 | -2.2% | 12,699 | 0.0% | 0.01% | -7.1% |
| Q1 2022 | $321,000 | -47.3% | 12,699 | -44.9% | 0.01% | -46.2% |
| Q4 2021 | $609,000 | -1.5% | 23,035 | 0.0% | 0.03% | -7.1% |
| Q3 2021 | $618,000 | -0.6% | 23,035 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $622,000 | +0.6% | 23,035 | 0.0% | 0.03% | -6.5% |
| Q1 2021 | $618,000 | -1.9% | 23,035 | 0.0% | 0.03% | -3.1% |
| Q4 2020 | $630,000 | +0.8% | 23,035 | 0.0% | 0.03% | -11.1% |
| Q3 2020 | $625,000 | +9.3% | 23,035 | +8.7% | 0.04% | -2.7% |
| Q2 2020 | $572,000 | +8.1% | 21,199 | 0.0% | 0.04% | -14.0% |
| Q1 2020 | $529,000 | -18.2% | 21,199 | -15.0% | 0.04% | -8.5% |
| Q4 2019 | $647,000 | +0.2% | 24,949 | 0.0% | 0.05% | -9.6% |
| Q3 2019 | $646,000 | +94.6% | 24,949 | +92.7% | 0.05% | +92.6% |
| Q2 2019 | $332,000 | – | 12,950 | – | 0.03% | – |
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% |