ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,323,961 | +13.7% | 259,498 | +13.8% | 1.32% | +15.7% |
| Q2 2023 | $5,560,127 | +11.5% | 228,061 | +12.2% | 1.14% | +3.8% |
| Q1 2023 | $4,987,268 | +32.8% | 203,313 | +31.7% | 1.10% | +23.0% |
| Q4 2022 | $3,755,081 | -13.7% | 154,403 | -14.3% | 0.90% | -18.7% |
| Q3 2022 | $4,349,000 | +11.8% | 180,224 | +14.5% | 1.10% | +22.7% |
| Q2 2022 | $3,889,000 | +135.1% | 157,431 | +140.3% | 0.90% | +165.4% |
| Q1 2022 | $1,654,000 | +254.2% | 65,506 | +270.5% | 0.34% | +252.1% |
| Q4 2021 | $467,000 | +24.2% | 17,681 | +26.2% | 0.10% | +14.3% |
| Q3 2021 | $376,000 | – | 14,013 | – | 0.08% | – |
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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% |