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 | $2,684 | -32.3% | 110,128 | -32.3% | 0.01% | -27.8% |
| Q2 2023 | $3,965 | +7.5% | 162,631 | +8.1% | 0.02% | 0.0% |
| Q1 2023 | $3,689 | +73.5% | 150,406 | +72.1% | 0.02% | +63.6% |
| Q4 2022 | $2,126 | -99.9% | 87,409 | +5.4% | 0.01% | 0.0% |
| Q3 2022 | $2,001,000 | +320.4% | 82,933 | +330.7% | 0.01% | +266.7% |
| Q2 2022 | $476,000 | -43.2% | 19,255 | -41.9% | 0.00% | -25.0% |
| Q1 2022 | $838,000 | +36.9% | 33,169 | +43.1% | 0.00% | +33.3% |
| Q4 2021 | $612,000 | -19.3% | 23,171 | -17.9% | 0.00% | -25.0% |
| Q3 2021 | $758,000 | -25.8% | 28,219 | -25.4% | 0.00% | -20.0% |
| Q2 2021 | $1,021,000 | +1.3% | 37,841 | +0.7% | 0.01% | 0.0% |
| Q1 2021 | $1,008,000 | +8.9% | 37,585 | +11.1% | 0.01% | 0.0% |
| Q4 2020 | $926,000 | +24.8% | 33,828 | +23.7% | 0.01% | 0.0% |
| Q3 2020 | $742,000 | +78.8% | 27,336 | +77.9% | 0.01% | +66.7% |
| Q2 2020 | $415,000 | +13.7% | 15,366 | +5.0% | 0.00% | -25.0% |
| Q1 2020 | $365,000 | +23.7% | 14,629 | +28.8% | 0.00% | +100.0% |
| Q4 2019 | $295,000 | +6.5% | 11,361 | +6.0% | 0.00% | 0.0% |
| Q3 2019 | $277,000 | +32.5% | 10,713 | +31.4% | 0.00% | 0.0% |
| Q2 2019 | $209,000 | – | 8,153 | – | 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% |