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 | $13,402,274 | +3.5% | 549,950 | +3.6% | 3.64% | +6.7% |
Q2 2023 | $12,946,390 | +1.4% | 531,025 | +2.1% | 3.41% | -2.8% |
Q1 2023 | $12,762,174 | +5.0% | 520,268 | +4.1% | 3.51% | -0.1% |
Q4 2022 | $12,152,947 | +25.9% | 499,710 | +24.9% | 3.52% | +12.7% |
Q3 2022 | $9,655,000 | +12.7% | 400,139 | +15.3% | 3.12% | +17.7% |
Q2 2022 | $8,569,000 | – | 346,908 | – | 2.65% | – |
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% |