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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $170,000 | -93.2% | 6,350 | -93.2% | 0.02% | -93.6% |
| Q2 2021 | $2,516,000 | +2.8% | 93,250 | +2.2% | 0.33% | -7.8% |
| Q1 2021 | $2,447,000 | -2.0% | 91,200 | 0.0% | 0.36% | -4.5% |
| Q4 2020 | $2,496,000 | -1.0% | 91,200 | -1.9% | 0.38% | -4.1% |
| Q3 2020 | $2,522,000 | +0.6% | 92,950 | 0.0% | 0.39% | -2.5% |
| Q2 2020 | $2,507,000 | +7.9% | 92,950 | -0.1% | 0.40% | +5.0% |
| Q1 2020 | $2,323,000 | -4.0% | 93,040 | -0.3% | 0.38% | +7.3% |
| Q4 2019 | $2,421,000 | – | 93,350 | – | 0.36% | – |
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% |