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 | $450,845 | -55.3% | 18,500 | -55.8% | 0.08% | -55.6% |
| Q3 2022 | $1,009,000 | -2.3% | 41,821 | 0.0% | 0.19% | -0.5% |
| Q2 2022 | $1,033,000 | -2.2% | 41,821 | 0.0% | 0.19% | +0.5% |
| Q1 2022 | $1,056,000 | +46.9% | 41,821 | +53.6% | 0.19% | +40.0% |
| Q4 2021 | $719,000 | -1.6% | 27,221 | 0.0% | 0.14% | -10.6% |
| Q3 2021 | $731,000 | -0.5% | 27,221 | 0.0% | 0.15% | -3.2% |
| Q2 2021 | $735,000 | +0.7% | 27,221 | 0.0% | 0.16% | -9.8% |
| Q1 2021 | $730,000 | -2.0% | 27,221 | 0.0% | 0.17% | -10.4% |
| Q4 2020 | $745,000 | +0.8% | 27,221 | 0.0% | 0.19% | -6.3% |
| Q3 2020 | $739,000 | +0.7% | 27,221 | 0.0% | 0.21% | +1.0% |
| Q2 2020 | $734,000 | +7.9% | 27,221 | 0.0% | 0.20% | -9.7% |
| Q1 2020 | $680,000 | -3.7% | 27,221 | 0.0% | 0.23% | +47.7% |
| Q4 2019 | $706,000 | +0.3% | 27,221 | 0.0% | 0.15% | -3.2% |
| Q3 2019 | $704,000 | +1.0% | 27,221 | 0.0% | 0.16% | +0.6% |
| Q2 2019 | $697,000 | +3.0% | 27,221 | 0.0% | 0.16% | -0.6% |
| Q1 2019 | $677,000 | +5.5% | 27,221 | 0.0% | 0.16% | -8.1% |
| Q4 2018 | $642,000 | -1.4% | 27,221 | 0.0% | 0.17% | +7.5% |
| Q3 2018 | $651,000 | 0.0% | 27,221 | 0.0% | 0.16% | +4.6% |
| Q2 2018 | $651,000 | – | 27,221 | – | 0.15% | – |
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% |