ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 150 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $84,927 | +1.6% | 3,430 | 0.0% | 0.01% | -9.1% |
| Q3 2023 | $83,589 | -0.0% | 3,430 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $83,623 | -0.6% | 3,430 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $84,138 | +0.9% | 3,430 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $83,418 | +4222.2% | 3,430 | +4187.5% | 0.01% | – |
| Q3 2022 | $1,930 | -2.3% | 80 | 0.0% | 0.00% | – |
| Q2 2022 | $1,976 | -2.2% | 80 | 0.0% | 0.00% | – |
| Q1 2022 | $2,020 | -4.4% | 80 | 0.0% | 0.00% | – |
| Q4 2021 | $2,114 | -1.6% | 80 | 0.0% | 0.00% | – |
| Q3 2021 | $2,148 | -0.5% | 80 | 0.0% | 0.00% | – |
| Q2 2021 | $2,159 | +0.6% | 80 | 0.0% | 0.00% | – |
| Q1 2021 | $2,146 | -2.0% | 80 | 0.0% | 0.00% | – |
| Q4 2020 | $2,190 | +0.9% | 80 | 0.0% | 0.00% | – |
| Q3 2020 | $2,170 | +0.6% | 80 | 0.0% | 0.00% | – |
| Q2 2020 | $2,158 | +8.0% | 80 | 0.0% | 0.00% | -100.0% |
| Q1 2020 | $1,998 | -3.7% | 80 | 0.0% | 0.00% | – |
| Q4 2019 | $2,075 | +0.2% | 80 | 0.0% | 0.00% | – |
| Q3 2019 | $2,070 | +1.0% | 80 | 0.0% | 0.00% | – |
| Q2 2019 | $2,049 | +3.0% | 80 | 0.0% | 0.00% | – |
| Q1 2019 | $1,990 | +5.4% | 80 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $1,888 | -1.3% | 80 | 0.0% | 0.00% | – |
| Q3 2018 | $1,913 | -0.1% | 80 | 0.0% | 0.00% | – |
| Q2 2018 | $1,914 | -1.4% | 80 | 0.0% | 0.00% | -100.0% |
| Q1 2018 | $1,942 | -3.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,002 | -0.4% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,011 | +0.7% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $1,998 | – | 80 | – | 0.00% | – |
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% |