ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 209 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,379,508 | +18.4% | 2,846,921 | +18.5% | 0.76% | +15.1% |
| Q2 2023 | $58,585,039 | +32.5% | 2,402,996 | +33.3% | 0.66% | +19.7% |
| Q1 2023 | $44,230,764 | +258.2% | 1,803,129 | +86.9% | 0.55% | +66.1% |
| Q4 2022 | $12,349,571 | +154.2% | 964,597 | +379.1% | 0.33% | +316.2% |
| Q3 2022 | $4,858,000 | +436.2% | 201,316 | +449.3% | 0.08% | +433.3% |
| Q2 2022 | $906,000 | – | 36,651 | – | 0.02% | – |
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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% |