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 | $313,175 | +0.1% | 12,767 | -0.8% | 0.09% | -8.9% |
| Q4 2022 | $312,998 | +0.6% | 12,870 | 0.0% | 0.10% | -4.7% |
| Q3 2022 | $311,000 | -2.2% | 12,870 | 0.0% | 0.11% | +5.0% |
| Q2 2022 | $318,000 | -2.2% | 12,870 | 0.0% | 0.10% | +13.5% |
| Q1 2022 | $325,000 | -4.4% | 12,870 | 0.0% | 0.09% | -4.3% |
| Q4 2021 | $340,000 | -7.9% | 12,870 | -6.4% | 0.09% | -15.5% |
| Q3 2021 | $369,000 | -32.3% | 13,757 | -31.9% | 0.11% | -26.2% |
| Q2 2021 | $545,000 | +1.1% | 20,190 | +0.5% | 0.15% | +31.9% |
| Q1 2021 | $539,000 | -9.0% | 20,094 | -7.1% | 0.11% | -14.4% |
| Q4 2020 | $592,000 | +38.0% | 21,636 | +36.8% | 0.13% | +20.0% |
| Q3 2020 | $429,000 | +31.2% | 15,811 | +30.3% | 0.11% | +41.0% |
| Q2 2020 | $327,000 | -0.6% | 12,136 | -7.9% | 0.08% | -19.6% |
| Q1 2020 | $329,000 | +8.6% | 13,178 | +12.9% | 0.10% | +27.6% |
| Q4 2019 | $303,000 | -14.6% | 11,668 | -15.1% | 0.08% | -21.6% |
| Q3 2019 | $355,000 | +13.8% | 13,736 | +12.7% | 0.10% | +7.8% |
| Q2 2019 | $312,000 | +8.3% | 12,193 | +5.3% | 0.09% | -1.1% |
| Q1 2019 | $288,000 | +5.5% | 11,583 | +0.0% | 0.09% | -15.7% |
| Q4 2018 | $273,000 | -23.1% | 11,582 | -22.0% | 0.11% | -15.0% |
| Q3 2018 | $355,000 | +9.2% | 14,841 | +9.2% | 0.13% | +3.3% |
| Q2 2018 | $325,000 | +31.6% | 13,590 | +33.7% | 0.12% | +17.1% |
| Q1 2018 | $247,000 | -4.6% | 10,161 | -1.8% | 0.10% | -2.8% |
| Q4 2017 | $259,000 | – | 10,345 | – | 0.11% | – |
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% |