ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,461 | +11.2% | 100,986 | +11.2% | 0.58% | +13.4% |
| Q2 2023 | $2,214 | -1.4% | 90,821 | -0.7% | 0.51% | -6.2% |
| Q1 2023 | $2,245 | +287.1% | 91,502 | +283.8% | 0.55% | +260.5% |
| Q4 2022 | $580 | -99.9% | 23,838 | +4.6% | 0.15% | -7.9% |
| Q3 2022 | $550,000 | +2.8% | 22,787 | +5.2% | 0.16% | +5.1% |
| Q2 2022 | $535,000 | +11.5% | 21,651 | +13.8% | 0.16% | +12.1% |
| Q1 2022 | $480,000 | +103.4% | 19,025 | +112.7% | 0.14% | +84.2% |
| Q4 2021 | $236,000 | +4.0% | 8,944 | +5.9% | 0.08% | -44.9% |
| Q3 2021 | $227,000 | +8.1% | 8,442 | +8.3% | 0.14% | -4.2% |
| Q2 2021 | $210,000 | -57.1% | 7,794 | -57.3% | 0.14% | -61.3% |
| Q1 2021 | $490,000 | +1.4% | 18,248 | +3.4% | 0.37% | -0.8% |
| Q4 2020 | $483,000 | -6.0% | 17,649 | -6.8% | 0.38% | -11.8% |
| Q3 2020 | $514,000 | -3.2% | 18,946 | -3.7% | 0.42% | -4.1% |
| Q2 2020 | $531,000 | -25.2% | 19,682 | -30.8% | 0.44% | -39.9% |
| Q1 2020 | $710,000 | +144.0% | 28,437 | +153.2% | 0.74% | +24.1% |
| Q4 2019 | $291,000 | +1.0% | 11,232 | +1.0% | 0.59% | -4.8% |
| Q3 2019 | $288,000 | +12.5% | 11,116 | +11.4% | 0.62% | +0.8% |
| Q2 2019 | $256,000 | -25.1% | 9,982 | -27.3% | 0.62% | -62.2% |
| Q1 2019 | $342,000 | – | 13,733 | – | 1.64% | – |
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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% |