ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 149 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $825,972 | -18.6% | 33,879 | -18.1% | 0.08% | -21.0% |
| Q1 2023 | $1,015,224 | +9.2% | 41,387 | +8.2% | 0.10% | +4.0% |
| Q4 2022 | $929,924 | +35.0% | 38,237 | +34.0% | 0.10% | +23.2% |
| Q3 2022 | $689,000 | -7.1% | 28,543 | -5.0% | 0.08% | -3.5% |
| Q2 2022 | $742,000 | +62.4% | 30,033 | +66.1% | 0.08% | +73.5% |
| Q1 2022 | $457,000 | -4.4% | 18,086 | 0.0% | 0.05% | -2.0% |
| Q4 2021 | $478,000 | +7.4% | 18,086 | +9.0% | 0.05% | 0.0% |
| Q3 2021 | $445,000 | -0.7% | 16,586 | 0.0% | 0.05% | -5.7% |
| Q2 2021 | $448,000 | +10.6% | 16,586 | +9.9% | 0.05% | +1.9% |
| Q1 2021 | $405,000 | -1.9% | 15,096 | 0.0% | 0.05% | -10.3% |
| Q4 2020 | $413,000 | +14.7% | 15,096 | +13.8% | 0.06% | +1.8% |
| Q3 2020 | $360,000 | +0.6% | 13,263 | 0.0% | 0.06% | -6.6% |
| Q2 2020 | $358,000 | +8.2% | 13,263 | 0.0% | 0.06% | -10.3% |
| Q1 2020 | $331,000 | -3.8% | 13,263 | 0.0% | 0.07% | +11.5% |
| Q4 2019 | $344,000 | +0.3% | 13,263 | 0.0% | 0.06% | -10.3% |
| Q3 2019 | $343,000 | +0.9% | 13,263 | 0.0% | 0.07% | +1.5% |
| Q2 2019 | $340,000 | +13.3% | 13,263 | +10.0% | 0.07% | +9.8% |
| Q1 2019 | $300,000 | +5.6% | 12,053 | 0.0% | 0.06% | -7.6% |
| Q4 2018 | $284,000 | +18.3% | 12,053 | +19.9% | 0.07% | +26.9% |
| Q3 2018 | $240,000 | -0.4% | 10,053 | 0.0% | 0.05% | -3.7% |
| Q2 2018 | $241,000 | – | 10,053 | – | 0.05% | – |
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% |