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 | $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 ↓ |
|---|---|---|---|
| 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% |