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 2021 | $1,196,000 | -15.2% | 45,267 | -13.9% | 0.15% | -18.9% |
| Q3 2021 | $1,411,000 | +0.4% | 52,553 | +1.0% | 0.18% | -4.3% |
| Q2 2021 | $1,405,000 | +3.3% | 52,044 | +3.2% | 0.19% | -38.0% |
| Q1 2021 | $1,360,000 | +6.2% | 50,447 | +7.9% | 0.30% | -14.6% |
| Q4 2020 | $1,280,000 | +5.7% | 46,772 | +5.0% | 0.36% | -11.0% |
| Q3 2020 | $1,211,000 | +12.0% | 44,554 | +11.2% | 0.40% | -16.5% |
| Q2 2020 | $1,081,000 | +26.3% | 40,049 | +16.9% | 0.48% | +2.1% |
| Q1 2020 | $856,000 | – | 34,265 | – | 0.47% | – |
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% |