ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,460,954 | +0.6% | 429,255 | +0.6% | 3.62% | +5.2% |
| Q2 2023 | $10,398,222 | +1.2% | 426,506 | +1.8% | 3.44% | -2.7% |
| Q1 2023 | $10,277,945 | +1.1% | 418,995 | +0.3% | 3.54% | -4.5% |
| Q4 2022 | $10,161,600 | -1.0% | 417,829 | -1.7% | 3.70% | -3.5% |
| Q3 2022 | $10,260,000 | +0.5% | 425,235 | +2.9% | 3.84% | +5.4% |
| Q2 2022 | $10,208,000 | +3625.5% | 413,298 | +3699.7% | 3.64% | +4180.0% |
| Q1 2022 | $274,000 | +19.7% | 10,877 | +27.3% | 0.08% | +16.4% |
| Q3 2021 | $229,000 | – | 8,546 | – | 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% |