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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Royal Harbor Partners, LLC | 398,166 | $9,683,397 | 5.98% |
| WJ Wealth Management, LLC | 378,946 | $9,215,939 | 5.35% |
| PFG Private Wealth Management, LLC | 294,943 | $7,173 | 4.45% |
| Gateway Advisory, LLC | 660,854 | $16,072 | 4.12% |
| Windsor Capital Management, LLC | 417,829 | $10,161,600 | 3.70% |
| Wick Capital Partners, LLC | 260,029 | $6,324 | 3.55% |
| Summit Asset Management, LLC | 499,710 | $12,152,947 | 3.52% |
| Foundation Wealth Management, LLC | 140,261 | $3,411,194 | 3.46% |
| Richard P Slaughter Associates Inc | 372,044 | $9,048,110 | 2.84% |
| 4Thought Financial Group Inc. | 127,647 | $3,104,000 | 2.80% |