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 | $36,741,188 | +10.9% | 1,507,640 | +10.9% | 0.02% | +13.3% |
| Q2 2023 | $33,130,006 | +10.1% | 1,358,901 | +10.7% | 0.02% | +7.1% |
| Q1 2023 | $30,102,279 | +20.2% | 1,227,162 | +19.1% | 0.01% | +7.7% |
| Q4 2022 | $25,051,066 | +17.0% | 1,030,060 | +16.1% | 0.01% | +8.3% |
| Q3 2022 | $21,403,000 | +35.6% | 886,994 | +38.8% | 0.01% | +33.3% |
| Q2 2022 | $15,789,000 | +42.8% | 639,251 | +46.0% | 0.01% | +50.0% |
| Q1 2022 | $11,056,000 | +6.4% | 437,869 | +11.3% | 0.01% | +20.0% |
| Q4 2021 | $10,394,000 | -2.0% | 393,416 | -0.5% | 0.01% | -16.7% |
| Q3 2021 | $10,609,000 | +12.0% | 395,196 | +12.6% | 0.01% | +20.0% |
| Q2 2021 | $9,473,000 | +14.0% | 350,965 | +13.3% | 0.01% | 0.0% |
| Q1 2021 | $8,308,000 | +46.6% | 309,647 | +49.5% | 0.01% | +25.0% |
| Q4 2020 | $5,669,000 | +85.0% | 207,109 | +83.4% | 0.00% | +33.3% |
| Q3 2020 | $3,064,000 | +5.7% | 112,945 | +5.1% | 0.00% | 0.0% |
| Q2 2020 | $2,900,000 | +4.4% | 107,503 | -3.4% | 0.00% | 0.0% |
| Q1 2020 | $2,779,000 | -11.2% | 111,290 | -7.7% | 0.00% | 0.0% |
| Q4 2019 | $3,128,000 | -6.7% | 120,577 | -7.0% | 0.00% | -25.0% |
| Q3 2019 | $3,354,000 | -2.8% | 129,594 | -3.8% | 0.00% | 0.0% |
| Q2 2019 | $3,451,000 | +9.8% | 134,739 | +6.6% | 0.00% | 0.0% |
| Q1 2019 | $3,144,000 | -3.6% | 126,409 | -8.6% | 0.00% | -20.0% |
| Q4 2018 | $3,262,000 | -39.3% | 138,232 | -38.5% | 0.01% | -44.4% |
| Q3 2018 | $5,371,000 | -48.6% | 224,648 | -44.9% | 0.01% | -77.5% |
| Q3 2016 | $10,444,000 | +5.4% | 407,827 | +5.5% | 0.04% | 0.0% |
| Q2 2016 | $9,912,000 | +4.3% | 386,723 | +1.2% | 0.04% | -2.4% |
| Q1 2016 | $9,505,000 | +6.7% | 382,322 | +2.9% | 0.04% | +2.5% |
| Q4 2015 | $8,904,000 | – | 371,471 | – | 0.04% | – |
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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% |