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 | $1,303,783 | -2.7% | 53,500 | -2.7% | 0.33% | -0.3% |
| Q2 2023 | $1,340,165 | -0.6% | 54,970 | +0.0% | 0.33% | -6.7% |
| Q1 2023 | $1,348,314 | -1.3% | 54,966 | -2.2% | 0.36% | -8.2% |
| Q4 2022 | $1,366,491 | -1.8% | 56,188 | -2.5% | 0.39% | -8.0% |
| Q3 2022 | $1,391,000 | -1.3% | 57,638 | +1.0% | 0.42% | +3.2% |
| Q2 2022 | $1,410,000 | -6.6% | 57,084 | -4.5% | 0.41% | +2.5% |
| Q1 2022 | $1,510,000 | -4.2% | 59,787 | +0.2% | 0.40% | -2.0% |
| Q4 2021 | $1,576,000 | -8.8% | 59,639 | -7.4% | 0.41% | -16.4% |
| Q3 2021 | $1,728,000 | – | 64,387 | – | 0.49% | – |
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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% |