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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,190 | -7.0% | 15,026 | -7.0% | 0.01% | 0.0% |
| Q2 2023 | $393,792 | -6.8% | 16,152 | -6.3% | 0.01% | -14.3% |
| Q1 2023 | $422,634 | -6.9% | 17,229 | -7.7% | 0.01% | -12.5% |
| Q4 2022 | $454,158 | +0.5% | 18,674 | -0.3% | 0.01% | 0.0% |
| Q3 2022 | $452,000 | +43.0% | 18,731 | +46.3% | 0.01% | +33.3% |
| Q2 2022 | $316,000 | -6.2% | 12,807 | -4.0% | 0.01% | +20.0% |
| Q1 2022 | $337,000 | -16.0% | 13,340 | -12.1% | 0.01% | -16.7% |
| Q4 2021 | $401,000 | +3.4% | 15,176 | +5.0% | 0.01% | -14.3% |
| Q3 2021 | $388,000 | -18.5% | 14,459 | -18.0% | 0.01% | -12.5% |
| Q2 2021 | $476,000 | -99.9% | 17,632 | -37.5% | 0.01% | +14.3% |
| Q1 2021 | $757,250,000 | +880423.3% | 28,224 | +794.0% | 0.01% | +250.0% |
| Q4 2020 | $86,000 | +10.3% | 3,157 | +10.2% | 0.00% | 0.0% |
| Q3 2020 | $78,000 | +85.7% | 2,864 | +82.5% | 0.00% | +100.0% |
| Q2 2020 | $42,000 | +7.7% | 1,569 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $39,000 | -2.5% | 1,569 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $40,000 | -2.4% | 1,569 | -2.4% | 0.00% | 0.0% |
| Q3 2019 | $41,000 | 0.0% | 1,608 | 0.0% | 0.00% | -50.0% |
| Q2 2019 | $41,000 | +7.9% | 1,608 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $38,000 | -5.0% | 1,608 | -3.0% | 0.00% | 0.0% |
| Q2 2018 | $40,000 | – | 1,658 | – | 0.00% | – |
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% |