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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,492,707 | -17.0% | 184,733 | -17.6% | 2.62% | -21.8% |
| Q3 2022 | $5,412,000 | +2.1% | 224,300 | +4.5% | 3.35% | +2.6% |
| Q2 2022 | $5,303,000 | +0.7% | 214,688 | +2.9% | 3.26% | +13.1% |
| Q1 2022 | $5,268,000 | +10.5% | 208,646 | +15.6% | 2.88% | +8.9% |
| Q4 2021 | $4,768,000 | +45.4% | 180,479 | +47.8% | 2.65% | +35.5% |
| Q3 2021 | $3,279,000 | +40.5% | 122,151 | +41.3% | 1.95% | +38.1% |
| Q2 2021 | $2,333,000 | +33.5% | 86,425 | +32.7% | 1.42% | +23.0% |
| Q1 2021 | $1,747,000 | +70.9% | 65,130 | +74.4% | 1.15% | +64.1% |
| Q4 2020 | $1,022,000 | – | 37,345 | – | 0.70% | – |
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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% |