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 | $260,759 | -0.0% | 10,700 | 0.0% | 0.04% | -2.4% |
| Q2 2023 | $260,866 | -0.6% | 10,700 | 0.0% | 0.04% | -40.0% |
| Q1 2023 | $262,471 | +0.9% | 10,700 | 0.0% | 0.07% | -30.7% |
| Q4 2022 | $260,224 | +23.3% | 10,700 | +22.3% | 0.10% | +5.2% |
| Q3 2022 | $211,000 | +17.9% | 8,750 | +20.7% | 0.10% | +15.7% |
| Q2 2022 | $179,000 | – | 7,250 | – | 0.08% | – |
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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% |