ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 129 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,027,000 | -15.0% | 38,061 | -15.0% | 0.00% | – |
| Q2 2020 | $1,208,000 | +73.1% | 44,779 | +60.3% | 0.00% | – |
| Q1 2020 | $698,000 | -14.8% | 27,933 | -12.7% | 0.00% | – |
| Q2 2019 | $819,000 | -33.6% | 31,980 | -35.6% | 0.00% | -100.0% |
| Q1 2019 | $1,234,000 | -22.5% | 49,631 | -26.5% | 0.00% | 0.0% |
| Q4 2018 | $1,593,000 | -15.5% | 67,514 | -14.3% | 0.00% | 0.0% |
| Q3 2018 | $1,885,000 | -12.2% | 78,822 | -10.9% | 0.00% | 0.0% |
| Q1 2018 | $2,146,000 | +229.1% | 88,426 | +240.9% | 0.00% | – |
| Q3 2017 | $652,000 | -20.9% | 25,940 | -21.3% | 0.00% | – |
| Q2 2017 | $824,000 | -25.1% | 32,967 | -26.1% | 0.00% | -100.0% |
| Q1 2017 | $1,100,000 | -53.4% | 44,586 | -51.7% | 0.00% | 0.0% |
| Q3 2016 | $2,362,000 | +119.9% | 92,238 | +113.6% | 0.00% | 0.0% |
| Q1 2016 | $1,074,000 | – | 43,188 | – | 0.00% | – |
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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% |