ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 77 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $245,073 | +17.8% | 10,077 | +22.2% | 0.12% | +9.4% |
| Q1 2022 | $208,000 | -73.9% | 8,247 | -72.7% | 0.11% | -18.5% |
| Q4 2021 | $798,000 | +195.6% | 30,216 | +200.0% | 0.13% | -11.6% |
| Q3 2021 | $270,000 | +1.5% | 10,072 | +2.3% | 0.15% | +2.8% |
| Q2 2021 | $266,000 | -13.6% | 9,841 | -14.3% | 0.14% | -19.2% |
| Q1 2021 | $308,000 | -1.6% | 11,481 | +0.5% | 0.18% | -8.8% |
| Q4 2020 | $313,000 | +1.0% | 11,428 | 0.0% | 0.19% | -10.2% |
| Q3 2020 | $310,000 | +0.6% | 11,428 | 0.0% | 0.22% | -6.1% |
| Q2 2020 | $308,000 | +8.1% | 11,428 | 0.0% | 0.23% | -3.4% |
| Q1 2020 | $285,000 | -3.7% | 11,428 | 0.0% | 0.24% | +22.1% |
| Q4 2019 | $296,000 | 0.0% | 11,428 | 0.0% | 0.20% | -4.4% |
| Q3 2019 | $296,000 | -10.8% | 11,428 | -11.8% | 0.20% | -11.3% |
| Q2 2019 | $332,000 | -12.4% | 12,952 | -15.0% | 0.23% | -11.5% |
| Q1 2019 | $379,000 | +5.3% | 15,238 | 0.0% | 0.26% | -3.0% |
| Q4 2018 | $360,000 | -1.1% | 15,238 | 0.0% | 0.27% | +12.6% |
| Q3 2018 | $364,000 | -3.4% | 15,238 | -3.2% | 0.24% | -3.3% |
| Q2 2018 | $377,000 | -1.3% | 15,740 | 0.0% | 0.25% | -2.8% |
| Q1 2018 | $382,000 | -3.0% | 15,740 | 0.0% | 0.25% | +3.3% |
| Q4 2017 | $394,000 | +35.4% | 15,740 | +36.3% | 0.24% | +21.3% |
| Q3 2017 | $291,000 | +1.0% | 11,544 | 0.0% | 0.20% | -8.6% |
| Q2 2017 | $288,000 | +1.1% | 11,544 | 0.0% | 0.22% | +18.2% |
| Q1 2017 | $285,000 | +1.4% | 11,544 | 0.0% | 0.19% | -1.1% |
| Q4 2016 | $281,000 | – | 11,544 | – | 0.19% | – |
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% |