ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 149 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,679,409 | +3.6% | 268,465 | +3.3% | 0.04% | -6.5% |
| Q1 2024 | $6,450,312 | -16.9% | 259,988 | -17.1% | 0.05% | -22.0% |
| Q4 2023 | $7,762,272 | +80.8% | 313,500 | +78.0% | 0.06% | +59.5% |
| Q3 2023 | $4,292,613 | +1.4% | 176,143 | +1.4% | 0.04% | +2.8% |
| Q2 2023 | $4,233,085 | -2.6% | 173,629 | -2.0% | 0.04% | -18.2% |
| Q1 2023 | $4,347,407 | +2.7% | 177,228 | +1.8% | 0.04% | -6.4% |
| Q4 2022 | $4,232,654 | +2779.4% | 174,040 | +2764.4% | 0.05% | +2250.0% |
| Q3 2022 | $147,000 | -1.3% | 6,076 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $149,000 | -2.0% | 6,050 | +0.4% | 0.00% | 0.0% |
| Q1 2022 | $152,000 | -4.4% | 6,027 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $159,000 | -0.6% | 6,013 | +0.6% | 0.00% | -33.3% |
| Q3 2021 | $160,000 | -0.6% | 5,977 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $161,000 | +0.6% | 5,977 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $160,000 | -2.4% | 5,977 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $164,000 | – | 5,977 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 404,664 | $10,104,000 | 6.02% |
| TLWM | 317,544 | $7,916,000 | 4.65% |
| PFG Private Wealth Management, LLC | 157,379 | $3,930,000 | 4.23% |
| CAPITAL ADVISORS INC/OK | 2,139,129 | $53,414,000 | 2.90% |
| Signature Wealth Management Group | 118,954 | $2,970,000 | 2.61% |
| RVW Wealth, LLC | 408,710 | $10,205,000 | 2.38% |
| Gateway Advisory, LLC | 281,578 | $7,031,000 | 2.37% |
| Day & Ennis, LLC | 134,638 | $3,362,000 | 1.92% |
| Capital Investment Advisors, LLC | 1,076,669 | $26,825,000 | 1.71% |
| Motley Fool Wealth Management, LLC | 907,749 | $22,667,000 | 1.64% |