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 | $29,184 | -44.9% | 1,200 | -45.5% | 0.02% | -48.3% |
| Q3 2022 | $53,000 | -1.9% | 2,200 | 0.0% | 0.03% | +3.6% |
| Q2 2022 | $54,000 | +22.7% | 2,200 | +27.5% | 0.03% | +40.0% |
| Q1 2022 | $44,000 | -4.3% | 1,725 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $46,000 | 0.0% | 1,725 | 0.0% | 0.02% | -9.1% |
| Q3 2021 | $46,000 | -2.1% | 1,725 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $47,000 | +2.2% | 1,725 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $46,000 | -2.1% | 1,725 | 0.0% | 0.02% | -11.1% |
| Q4 2020 | $47,000 | 0.0% | 1,725 | 0.0% | 0.03% | -15.6% |
| Q3 2020 | $47,000 | 0.0% | 1,725 | 0.0% | 0.03% | -8.6% |
| Q2 2020 | $47,000 | – | 1,725 | – | 0.04% | – |
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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% |