ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 129 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,146 | -0.0% | 10,880 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $265,254 | +90430.4% | 10,880 | -8.8% | 0.00% | -20.0% |
| Q1 2023 | $293 | +1.0% | 11,932 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $290 | -99.9% | 11,932 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $288,000 | +7.1% | 11,932 | +9.7% | 0.01% | +16.7% |
| Q2 2022 | $269,000 | -2.2% | 10,880 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $275,000 | +16.5% | 10,880 | +26.4% | 0.01% | -16.7% |
| Q4 2021 | $236,000 | +2.2% | 8,610 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $231,000 | -0.4% | 8,610 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $232,000 | +0.4% | 8,610 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $231,000 | -2.1% | 8,610 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $236,000 | +0.9% | 8,610 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $234,000 | +4.9% | 8,610 | +4.0% | 0.01% | 0.0% |
| Q2 2020 | $223,000 | – | 8,280 | – | 0.01% | – |
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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% |