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 2023 | $998,512 | +1.8% | 40,973 | +1.9% | 0.10% | 0.0% |
| Q2 2023 | $980,637 | -0.4% | 40,223 | +0.2% | 0.10% | -9.0% |
| Q1 2023 | $984,953 | +24.6% | 40,153 | +23.6% | 0.11% | +22.0% |
| Q4 2022 | $790,230 | +59.6% | 32,493 | +58.5% | 0.09% | +46.8% |
| Q3 2022 | $495,000 | -2.2% | 20,500 | 0.0% | 0.06% | -3.1% |
| Q2 2022 | $506,000 | -2.3% | 20,500 | 0.0% | 0.06% | +20.8% |
| Q1 2022 | $518,000 | -2.4% | 20,500 | +2.0% | 0.05% | -5.4% |
| Q4 2021 | $531,000 | +50.0% | 20,100 | +52.3% | 0.06% | +33.3% |
| Q3 2021 | $354,000 | +4.1% | 13,200 | +4.8% | 0.04% | +5.0% |
| Q2 2021 | $340,000 | -6.8% | 12,600 | -7.4% | 0.04% | -16.7% |
| Q1 2021 | $365,000 | -3.9% | 13,600 | -2.2% | 0.05% | -12.7% |
| Q4 2020 | $380,000 | +12.4% | 13,900 | +11.5% | 0.06% | 0.0% |
| Q3 2020 | $338,000 | +17.0% | 12,470 | +16.5% | 0.06% | +3.8% |
| Q2 2020 | $289,000 | +19.9% | 10,700 | +15.1% | 0.05% | +29.3% |
| Q4 2019 | $241,000 | 0.0% | 9,300 | 0.0% | 0.04% | -12.8% |
| Q3 2019 | $241,000 | +1.3% | 9,300 | 0.0% | 0.05% | -2.1% |
| Q2 2019 | $238,000 | +3.0% | 9,300 | 0.0% | 0.05% | -2.0% |
| Q1 2019 | $231,000 | +5.5% | 9,300 | 0.0% | 0.05% | -10.9% |
| Q4 2018 | $219,000 | -1.4% | 9,300 | 0.0% | 0.06% | +14.6% |
| Q3 2018 | $222,000 | -0.4% | 9,300 | 0.0% | 0.05% | -9.4% |
| Q2 2018 | $223,000 | -1.3% | 9,300 | 0.0% | 0.05% | -5.4% |
| Q1 2018 | $226,000 | – | 9,300 | – | 0.06% | – |
Download | ||||||
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% |