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 | $1,414 | +3.1% | 58,007 | +3.2% | 0.30% | +6.7% |
| Q2 2023 | $1,371 | +1.8% | 56,217 | +2.3% | 0.28% | -6.6% |
| Q1 2023 | $1,347 | +64.7% | 54,932 | +63.4% | 0.30% | +54.1% |
| Q4 2022 | $818 | -99.9% | 33,622 | +43.2% | 0.20% | +33.3% |
| Q3 2022 | $567,000 | +2.3% | 23,477 | +4.7% | 0.15% | +5.0% |
| Q2 2022 | $554,000 | -2.1% | 22,417 | 0.0% | 0.14% | +18.6% |
| Q1 2022 | $566,000 | -0.5% | 22,417 | +4.1% | 0.12% | +1.7% |
| Q4 2021 | $569,000 | -1.4% | 21,542 | +0.2% | 0.12% | -6.5% |
| Q3 2021 | $577,000 | +0.9% | 21,492 | +1.4% | 0.12% | -1.6% |
| Q2 2021 | $572,000 | +2.7% | 21,202 | +2.2% | 0.13% | -6.7% |
| Q1 2021 | $557,000 | +4.1% | 20,750 | +6.2% | 0.14% | -2.2% |
| Q4 2020 | $535,000 | +6.2% | 19,530 | +5.1% | 0.14% | -4.8% |
| Q3 2020 | $504,000 | -0.4% | 18,590 | -0.9% | 0.14% | -6.5% |
| Q2 2020 | $506,000 | +8.1% | 18,750 | 0.0% | 0.16% | -12.9% |
| Q1 2020 | $468,000 | -3.9% | 18,750 | 0.0% | 0.18% | +18.7% |
| Q4 2019 | $487,000 | +1.2% | 18,750 | +0.8% | 0.15% | -8.0% |
| Q3 2019 | $481,000 | +1.1% | 18,605 | 0.0% | 0.16% | +5.2% |
| Q2 2019 | $476,000 | +6.0% | 18,605 | +3.1% | 0.16% | +2.0% |
| Q1 2019 | $449,000 | +34.8% | 18,045 | +27.8% | 0.15% | +20.6% |
| Q4 2018 | $333,000 | – | 14,120 | – | 0.13% | – |
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% |