ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $837,000 | -2.8% | 31,695 | -1.2% | 0.25% | -11.5% |
| Q3 2021 | $861,000 | -0.6% | 32,075 | 0.0% | 0.28% | -0.7% |
| Q2 2021 | $866,000 | +0.6% | 32,075 | 0.0% | 0.28% | -4.1% |
| Q1 2021 | $861,000 | -1.9% | 32,075 | 0.0% | 0.29% | -7.0% |
| Q4 2020 | $878,000 | -0.9% | 32,075 | -1.8% | 0.31% | -12.5% |
| Q3 2020 | $886,000 | +0.6% | 32,650 | 0.0% | 0.36% | -6.8% |
| Q2 2020 | $881,000 | +25.5% | 32,650 | +16.1% | 0.38% | +10.6% |
| Q1 2020 | $702,000 | – | 28,130 | – | 0.35% | – |
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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% |