ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 195 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $26,419,094 | +3.4% | 1,083,638 | +4.1% | 2.07% | +1.3% |
| Q1 2023 | $25,543,641 | +8.3% | 1,041,323 | +7.3% | 2.04% | +6.2% |
| Q4 2022 | $23,595,690 | +1.0% | 970,218 | +0.2% | 1.92% | -8.3% |
| Q3 2022 | $23,364,000 | +16.3% | 968,277 | +19.0% | 2.10% | +23.0% |
| Q2 2022 | $20,089,000 | +3.4% | 813,349 | +5.7% | 1.70% | +13.2% |
| Q1 2022 | $19,428,000 | +1.8% | 769,454 | +6.5% | 1.50% | +0.3% |
| Q4 2021 | $19,084,000 | +755.4% | 722,345 | +769.0% | 1.50% | +673.2% |
| Q3 2021 | $2,231,000 | +95.2% | 83,126 | +96.2% | 0.19% | +98.0% |
| Q2 2021 | $1,143,000 | – | 42,376 | – | 0.10% | – |
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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% |