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 | $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 ↓ |
|---|---|---|---|
| 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% |