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 | $4,585,520 | +77.8% | 188,163 | +77.9% | 0.00% | 0.0% |
| Q2 2023 | $2,578,582 | +6.4% | 105,767 | +7.1% | 0.00% | 0.0% |
| Q1 2023 | $2,422,427 | +5.9% | 98,754 | +5.0% | 0.00% | 0.0% |
| Q4 2022 | $2,286,818 | +3.9% | 94,030 | +3.0% | 0.00% | 0.0% |
| Q3 2022 | $2,202,000 | +3.0% | 91,248 | +5.5% | 0.00% | – |
| Q2 2022 | $2,137,000 | +0.8% | 86,514 | +3.0% | 0.00% | – |
| Q1 2022 | $2,120,000 | +11.3% | 83,967 | +16.5% | 0.00% | – |
| Q4 2021 | $1,904,000 | +4.0% | 72,075 | +5.7% | 0.00% | – |
| Q3 2021 | $1,830,000 | +0.6% | 68,159 | +1.1% | 0.00% | – |
| Q2 2021 | $1,819,000 | -43.4% | 67,405 | -43.7% | 0.00% | -100.0% |
| Q1 2021 | $3,215,000 | +11.8% | 119,824 | +14.1% | 0.00% | 0.0% |
| Q4 2020 | $2,875,000 | +1.7% | 105,058 | +0.8% | 0.00% | 0.0% |
| Q3 2020 | $2,827,000 | +8.3% | 104,186 | +7.7% | 0.00% | 0.0% |
| Q2 2020 | $2,610,000 | +12.9% | 96,725 | +4.5% | 0.00% | 0.0% |
| Q1 2020 | $2,312,000 | -5.3% | 92,590 | -1.6% | 0.00% | 0.0% |
| Q4 2019 | $2,441,000 | -5.9% | 94,117 | -6.1% | 0.00% | 0.0% |
| Q3 2019 | $2,595,000 | +17.7% | 100,257 | +16.5% | 0.00% | 0.0% |
| Q2 2019 | $2,204,000 | +27.9% | 86,086 | +24.3% | 0.00% | – |
| Q1 2019 | $1,723,000 | +127.6% | 69,246 | +115.7% | 0.00% | – |
| Q4 2018 | $757,000 | +51.1% | 32,104 | +53.2% | 0.00% | – |
| Q3 2018 | $501,000 | +22.8% | 20,960 | +23.1% | 0.00% | – |
| Q2 2018 | $408,000 | +38.3% | 17,032 | +39.9% | 0.00% | – |
| Q1 2018 | $295,000 | +41.1% | 12,175 | +45.7% | 0.00% | – |
| Q4 2017 | $209,000 | – | 8,355 | – | 0.00% | – |
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% |