ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 270 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,086,456 | -53.4% | 208,715 | -53.8% | 0.23% | -4.2% |
| Q2 2023 | $10,905,168 | +76.7% | 451,562 | +75.0% | 0.24% | -11.2% |
| Q1 2023 | $6,171,875 | +120186.0% | 258,020 | +20.7% | 0.27% | +96.4% |
| Q4 2022 | $5,131 | -99.6% | 213,790 | +268.9% | 0.14% | +280.6% |
| Q3 2022 | $1,386,000 | +2980.0% | 57,950 | +3012.2% | 0.04% | +3500.0% |
| Q2 2022 | $45,000 | 0.0% | 1,862 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $45,000 | -26.2% | 1,862 | -19.3% | 0.00% | 0.0% |
| Q4 2021 | $61,000 | -1.6% | 2,307 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $62,000 | 0.0% | 2,307 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $62,000 | 0.0% | 2,307 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $62,000 | +287.5% | 2,307 | +287.7% | 0.00% | 0.0% |
| Q4 2020 | $16,000 | 0.0% | 595 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | -66.0% | 595 | -65.6% | 0.00% | -75.0% |
| Q2 2020 | $47,000 | +9.3% | 1,729 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $43,000 | +48.3% | 1,729 | +52.5% | 0.00% | +100.0% |
| Q4 2019 | $29,000 | 0.0% | 1,134 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $29,000 | +7.4% | 1,134 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $27,000 | -65.4% | 1,134 | -65.0% | 0.00% | -33.3% |
| Q3 2018 | $78,000 | +34.5% | 3,243 | +34.5% | 0.00% | +50.0% |
| Q2 2018 | $58,000 | 0.0% | 2,411 | +4.5% | 0.00% | -33.3% |
| Q1 2018 | $58,000 | 0.0% | 2,307 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $58,000 | 0.0% | 2,307 | 0.0% | 0.00% | +50.0% |
| Q3 2017 | $58,000 | 0.0% | 2,307 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $58,000 | +107.1% | 2,307 | +103.4% | 0.00% | +100.0% |
| Q1 2017 | $28,000 | 0.0% | 1,134 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $28,000 | -3.4% | 1,134 | 0.0% | 0.00% | -50.0% |
| Q3 2016 | $29,000 | – | 1,134 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Royal Harbor Partners, LLC | 398,166 | $9,683,397 | 5.98% |
| WJ Wealth Management, LLC | 378,946 | $9,215,939 | 5.35% |
| PFG Private Wealth Management, LLC | 294,943 | $7,173 | 4.45% |
| Gateway Advisory, LLC | 660,854 | $16,072 | 4.12% |
| Windsor Capital Management, LLC | 417,829 | $10,161,600 | 3.70% |
| Wick Capital Partners, LLC | 260,029 | $6,324 | 3.55% |
| Summit Asset Management, LLC | 499,710 | $12,152,947 | 3.52% |
| Foundation Wealth Management, LLC | 140,261 | $3,411,194 | 3.46% |
| Richard P Slaughter Associates Inc | 372,044 | $9,048,110 | 2.84% |
| 4Thought Financial Group Inc. | 127,647 | $3,104,000 | 2.80% |