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 | $2,454 | -0.9% | 101,872 | -0.6% | 0.21% | -0.9% |
| Q2 2023 | $2,477 | +2.2% | 102,518 | +2.7% | 0.21% | -6.2% |
| Q1 2023 | $2,424 | +89.7% | 99,848 | +89.3% | 0.22% | +73.1% |
| Q4 2022 | $1,278 | -99.9% | 52,757 | +15.0% | 0.13% | +7.4% |
| Q3 2022 | $1,105,000 | -8.1% | 45,892 | -5.8% | 0.12% | -32.4% |
| Q2 2022 | $1,203,000 | +4.3% | 48,705 | +6.5% | 0.18% | +39.8% |
| Q1 2022 | $1,153,000 | -8.5% | 45,753 | -4.4% | 0.13% | -15.8% |
| Q4 2021 | $1,260,000 | -2.5% | 47,836 | -0.7% | 0.15% | -10.6% |
| Q3 2021 | $1,292,000 | -0.6% | 48,196 | -0.0% | 0.17% | -12.4% |
| Q2 2021 | $1,300,000 | +11.4% | 48,218 | +10.7% | 0.19% | -26.5% |
| Q1 2021 | $1,167,000 | -15.9% | 43,570 | -14.2% | 0.26% | -4.7% |
| Q4 2020 | $1,387,000 | +0.7% | 50,784 | -0.1% | 0.28% | -8.9% |
| Q3 2020 | $1,377,000 | +19.8% | 50,819 | +19.3% | 0.30% | -2.9% |
| Q2 2020 | $1,149,000 | +2.2% | 42,583 | -5.7% | 0.31% | -6.3% |
| Q1 2020 | $1,124,000 | -7.9% | 45,171 | -4.2% | 0.33% | -3.2% |
| Q4 2019 | $1,221,000 | +46.8% | 47,144 | +46.0% | 0.34% | +24.5% |
| Q3 2019 | $832,000 | +51.5% | 32,288 | +49.0% | 0.28% | +56.5% |
| Q2 2019 | $549,000 | +40.4% | 21,668 | +37.5% | 0.18% | +30.1% |
| Q1 2019 | $391,000 | +624.1% | 15,759 | +560.5% | 0.14% | +518.2% |
| Q4 2018 | $54,000 | – | 2,386 | – | 0.02% | – |
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% |