ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 290 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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% |