ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 114 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $845,400 | -63.8% | 34,676 | -63.5% | 0.02% | -60.9% |
| Q1 2023 | $2,333,465 | -19.8% | 95,127 | -20.5% | 0.05% | -43.9% |
| Q4 2022 | $2,910,739 | +174.1% | 119,685 | +171.9% | 0.08% | +148.5% |
| Q3 2022 | $1,062,000 | -45.9% | 44,010 | -44.6% | 0.03% | -40.0% |
| Q2 2022 | $1,964,000 | -5.6% | 79,505 | +0.9% | 0.06% | -36.0% |
| Q4 2021 | $2,081,000 | +86.5% | 78,772 | +90.5% | 0.09% | +7.5% |
| Q2 2020 | $1,116,000 | +114.6% | 41,349 | +98.5% | 0.08% | +81.8% |
| Q1 2020 | $520,000 | -84.1% | 20,833 | -83.5% | 0.04% | -89.2% |
| Q3 2019 | $3,269,000 | +982.5% | 126,316 | +970.5% | 0.41% | +971.1% |
| Q2 2019 | $302,000 | -31.2% | 11,800 | -33.1% | 0.04% | -47.9% |
| Q1 2019 | $439,000 | – | 17,643 | – | 0.07% | – |
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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% |