ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 244 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,481 | +31.2% | 2,728 | +31.5% | 0.02% | +31.2% |
| Q2 2023 | $50,672 | -32.4% | 2,075 | -31.9% | 0.02% | -27.3% |
| Q1 2023 | $74,975 | +1.1% | 3,049 | 0.0% | 0.02% | -8.3% |
| Q4 2022 | $74,152 | +0.2% | 3,049 | 0.0% | 0.02% | -7.7% |
| Q3 2022 | $74,000 | -1.3% | 3,049 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $75,000 | +97.4% | 3,049 | +101.0% | 0.03% | +116.7% |
| Q1 2022 | $38,000 | -5.0% | 1,517 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $40,000 | -2.4% | 1,517 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $41,000 | 0.0% | 1,517 | 0.0% | 0.02% | -11.1% |
| Q1 2021 | $41,000 | – | 1,517 | – | 0.02% | – |
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% |