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 | $37,553,822 | +4.1% | 1,540,986 | +4.1% | 0.03% | 0.0% |
| Q2 2023 | $36,081,111 | +3.9% | 1,479,947 | +4.6% | 0.03% | -3.7% |
| Q1 2023 | $34,715,103 | -7.2% | 1,415,210 | -8.0% | 0.03% | -15.6% |
| Q4 2022 | $37,421,884 | +1.3% | 1,538,729 | +0.5% | 0.03% | -11.1% |
| Q3 2022 | $36,950,000 | +18.8% | 1,531,291 | +21.6% | 0.04% | +20.0% |
| Q2 2022 | $31,093,000 | +23.8% | 1,258,846 | +26.5% | 0.03% | +36.4% |
| Q1 2022 | $25,118,000 | -1.7% | 994,764 | +2.9% | 0.02% | +4.8% |
| Q4 2021 | $25,549,000 | +4.3% | 967,035 | +6.0% | 0.02% | -8.7% |
| Q3 2021 | $24,485,000 | +7.4% | 912,084 | +8.0% | 0.02% | 0.0% |
| Q2 2021 | $22,790,000 | +12.5% | 844,387 | +11.8% | 0.02% | 0.0% |
| Q1 2021 | $20,264,000 | +37.7% | 755,293 | +40.4% | 0.02% | +21.1% |
| Q4 2020 | $14,719,000 | +97.7% | 537,771 | +96.0% | 0.02% | +58.3% |
| Q3 2020 | $7,444,000 | +25.8% | 274,392 | +25.1% | 0.01% | +20.0% |
| Q2 2020 | $5,917,000 | +19.2% | 219,316 | +10.3% | 0.01% | -9.1% |
| Q1 2020 | $4,963,000 | +18.4% | 198,762 | +23.0% | 0.01% | +37.5% |
| Q4 2019 | $4,193,000 | +41.1% | 161,641 | +40.7% | 0.01% | +33.3% |
| Q3 2019 | $2,972,000 | +17.3% | 114,849 | +16.1% | 0.01% | +20.0% |
| Q2 2019 | $2,533,000 | +18.2% | 98,904 | +14.8% | 0.01% | 0.0% |
| Q1 2019 | $2,143,000 | +51.7% | 86,153 | +43.9% | 0.01% | +25.0% |
| Q4 2018 | $1,413,000 | +127.5% | 59,855 | +130.4% | 0.00% | +300.0% |
| Q3 2018 | $621,000 | +3.8% | 25,975 | +4.0% | 0.00% | -50.0% |
| Q2 2018 | $598,000 | +8.7% | 24,983 | +10.3% | 0.00% | 0.0% |
| Q1 2018 | $550,000 | +14.1% | 22,650 | +17.7% | 0.00% | +100.0% |
| Q4 2017 | $482,000 | +0.4% | 19,244 | +0.8% | 0.00% | -50.0% |
| Q3 2017 | $480,000 | +6.0% | 19,095 | +5.4% | 0.00% | 0.0% |
| Q2 2017 | $453,000 | +9.2% | 18,115 | +7.8% | 0.00% | -33.3% |
| Q1 2017 | $415,000 | +78.9% | 16,806 | +76.6% | 0.00% | +50.0% |
| Q4 2016 | $232,000 | +1.3% | 9,519 | +5.5% | 0.00% | 0.0% |
| Q3 2016 | $229,000 | – | 9,019 | – | 0.00% | – |
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% |