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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,293,000 | +59.0% | 791,679 | +59.1% | 0.03% | +31.8% |
| Q2 2023 | $12,130,684 | -0.9% | 497,578 | -0.3% | 0.02% | -4.3% |
| Q1 2023 | $12,240,786 | +43.3% | 499,020 | +42.1% | 0.02% | +35.3% |
| Q4 2022 | $8,541,326 | +42.1% | 351,200 | +40.9% | 0.02% | +21.4% |
| Q3 2022 | $6,012,000 | +61.3% | 249,183 | +65.1% | 0.01% | +75.0% |
| Q2 2022 | $3,727,000 | +24.9% | 150,911 | +27.6% | 0.01% | +33.3% |
| Q1 2022 | $2,985,000 | +13.4% | 118,233 | +18.6% | 0.01% | +20.0% |
| Q4 2021 | $2,633,000 | +41.6% | 99,670 | +43.9% | 0.01% | +25.0% |
| Q3 2021 | $1,859,000 | +2.1% | 69,277 | +2.6% | 0.00% | 0.0% |
| Q2 2021 | $1,821,000 | +11.6% | 67,496 | +11.0% | 0.00% | 0.0% |
| Q1 2021 | $1,631,000 | -7.9% | 60,794 | -6.0% | 0.00% | -20.0% |
| Q4 2020 | $1,770,000 | -0.3% | 64,648 | -1.1% | 0.01% | 0.0% |
| Q3 2020 | $1,775,000 | +19.4% | 65,399 | +18.9% | 0.01% | 0.0% |
| Q2 2020 | $1,486,000 | +16.2% | 55,026 | +7.4% | 0.01% | 0.0% |
| Q1 2020 | $1,279,000 | – | 51,229 | – | 0.01% | – |
Download | ||||||
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% |