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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $187,949 | -79.3% | 7,663 | -79.4% | 0.01% | -81.8% |
| Q4 2022 | $906,759 | -0.2% | 37,285 | -1.1% | 0.06% | -9.8% |
| Q3 2022 | $909,000 | +1.6% | 37,690 | +4.1% | 0.06% | +1.7% |
| Q2 2022 | $895,000 | +2.9% | 36,215 | +5.1% | 0.06% | +13.2% |
| Q1 2022 | $870,000 | -0.9% | 34,455 | +3.7% | 0.05% | -3.6% |
| Q4 2021 | $878,000 | +100.9% | 33,215 | +104.1% | 0.06% | +83.3% |
| Q3 2021 | $437,000 | +117.4% | 16,276 | +119.0% | 0.03% | +114.3% |
| Q2 2021 | $201,000 | +63.4% | 7,431 | +61.5% | 0.01% | +27.3% |
| Q1 2021 | $123,000 | -18.5% | 4,600 | -16.4% | 0.01% | -21.4% |
| Q4 2020 | $151,000 | – | 5,500 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Royal Harbor Partners, LLC | 398,166 | $9,683,397 | 5.98% |
| WJ Wealth Management, LLC | 378,946 | $9,215,939 | 5.35% |
| PFG Private Wealth Management, LLC | 294,943 | $7,173 | 4.45% |
| Gateway Advisory, LLC | 660,854 | $16,072 | 4.12% |
| Windsor Capital Management, LLC | 417,829 | $10,161,600 | 3.70% |
| Wick Capital Partners, LLC | 260,029 | $6,324 | 3.55% |
| Summit Asset Management, LLC | 499,710 | $12,152,947 | 3.52% |
| Foundation Wealth Management, LLC | 140,261 | $3,411,194 | 3.46% |
| Richard P Slaughter Associates Inc | 372,044 | $9,048,110 | 2.84% |
| 4Thought Financial Group Inc. | 127,647 | $3,104,000 | 2.80% |