ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 293 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $264,932 | +1.6% | 10,700 | 0.0% | 0.04% | -4.9% |
| 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% | – |
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% |