ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 6 filers reported holding ISHARES TR in Q4 2023. 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 ↓ |
|---|---|---|---|
| Trust Co of Kansas | 404,664 | $10,104,000 | 6.02% |
| TLWM | 317,544 | $7,916,000 | 4.65% |
| PFG Private Wealth Management, LLC | 157,379 | $3,930,000 | 4.23% |
| CAPITAL ADVISORS INC/OK | 2,139,129 | $53,414,000 | 2.90% |
| Signature Wealth Management Group | 118,954 | $2,970,000 | 2.61% |
| RVW Wealth, LLC | 408,710 | $10,205,000 | 2.38% |
| Gateway Advisory, LLC | 281,578 | $7,031,000 | 2.37% |
| Day & Ennis, LLC | 134,638 | $3,362,000 | 1.92% |
| Capital Investment Advisors, LLC | 1,076,669 | $26,825,000 | 1.71% |
| Motley Fool Wealth Management, LLC | 907,749 | $22,667,000 | 1.64% |