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 | $20,672,000 | +11.9% | 848,022 | +12.0% | 0.04% | +8.3% |
| Q2 2023 | $18,473,000 | +10.4% | 757,211 | +11.0% | 0.04% | -2.7% |
| Q1 2023 | $16,740,000 | +4.1% | 682,179 | +3.1% | 0.04% | 0.0% |
| Q4 2022 | $16,087,000 | +5.7% | 661,421 | +4.9% | 0.04% | -9.8% |
| Q3 2022 | $15,213,000 | +52.6% | 630,574 | +56.2% | 0.04% | +57.7% |
| Q2 2022 | $9,970,000 | -44.6% | 403,628 | -43.4% | 0.03% | -35.0% |
| Q1 2022 | $17,999,000 | -3.2% | 712,724 | +1.2% | 0.04% | -2.4% |
| Q4 2021 | $18,599,000 | +25.2% | 704,043 | +27.3% | 0.04% | +2.5% |
| Q3 2021 | $14,851,000 | +6.2% | 553,067 | +6.8% | 0.04% | -2.4% |
| Q2 2021 | $13,990,000 | +2.3% | 518,044 | +1.7% | 0.04% | -4.7% |
| Q1 2021 | $13,672,000 | +3.4% | 509,499 | +5.5% | 0.04% | -21.8% |
| Q4 2020 | $13,219,000 | +13.4% | 482,906 | +12.4% | 0.06% | -1.8% |
| Q3 2020 | $11,660,000 | +1575.3% | 429,579 | +1560.0% | 0.06% | +1300.0% |
| Q2 2020 | $696,000 | +89.1% | 25,878 | +76.5% | 0.00% | +100.0% |
| Q1 2020 | $368,000 | +3.4% | 14,659 | +7.3% | 0.00% | 0.0% |
| Q4 2019 | $356,000 | +0.6% | 13,659 | +0.1% | 0.00% | 0.0% |
| Q3 2019 | $354,000 | +1.1% | 13,645 | +0.1% | 0.00% | 0.0% |
| Q2 2019 | $350,000 | +74.1% | 13,635 | +69.9% | 0.00% | 0.0% |
| Q4 2017 | $201,000 | – | 8,023 | – | 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% |