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 | $1,197,030 | +314.1% | 49,119 | +313.2% | 0.00% | – |
| Q4 2022 | $289,092 | -83.2% | 11,887 | -83.3% | 0.00% | – |
| Q3 2022 | $1,717,000 | -5.3% | 71,171 | -3.1% | 0.00% | – |
| Q2 2022 | $1,814,000 | +106.1% | 73,440 | +110.8% | 0.00% | – |
| Q1 2022 | $880,000 | -69.6% | 34,833 | -68.2% | 0.00% | -100.0% |
| Q4 2021 | $2,893,000 | -41.6% | 109,503 | -40.6% | 0.00% | 0.0% |
| Q3 2021 | $4,952,000 | +34.3% | 184,473 | +35.0% | 0.00% | 0.0% |
| Q2 2021 | $3,688,000 | +63.7% | 136,626 | +62.7% | 0.00% | 0.0% |
| Q1 2021 | $2,253,000 | +20.0% | 83,964 | +22.4% | 0.00% | – |
| Q4 2020 | $1,877,000 | -47.4% | 68,581 | -47.9% | 0.00% | -100.0% |
| Q3 2020 | $3,568,000 | -61.6% | 131,511 | -64.6% | 0.00% | -75.0% |
| Q1 2020 | $9,281,000 | +687.2% | 371,670 | +716.2% | 0.00% | +300.0% |
| Q3 2019 | $1,179,000 | -42.7% | 45,539 | -43.3% | 0.00% | 0.0% |
| Q2 2019 | $2,057,000 | +195.5% | 80,330 | +176.0% | 0.00% | – |
| Q3 2018 | $696,000 | -37.4% | 29,107 | -35.4% | 0.00% | -100.0% |
| Q1 2017 | $1,112,000 | +310.3% | 45,077 | +326.7% | 0.00% | – |
| Q3 2016 | $271,000 | – | 10,563 | – | 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% |