ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,191 | +100025.7% | 6,245 | 0.0% | 0.07% | +2.9% |
| Q2 2023 | $152 | -0.7% | 6,245 | 0.0% | 0.07% | -6.8% |
| Q1 2023 | $153 | +5.5% | 6,245 | +5.0% | 0.07% | -2.7% |
| Q4 2022 | $145 | -99.9% | 5,945 | -4.8% | 0.08% | -3.8% |
| Q3 2022 | $151,000 | -1.9% | 6,245 | 0.0% | 0.08% | +2.6% |
| Q2 2022 | $154,000 | -2.5% | 6,245 | 0.0% | 0.08% | +18.8% |
| Q1 2022 | $158,000 | -4.2% | 6,245 | 0.0% | 0.06% | +3.2% |
| Q4 2021 | $165,000 | -1.8% | 6,245 | 0.0% | 0.06% | -12.7% |
| Q3 2021 | $168,000 | 0.0% | 6,245 | 0.0% | 0.07% | +2.9% |
| Q2 2021 | $168,000 | 0.0% | 6,245 | 0.0% | 0.07% | -14.8% |
| Q1 2021 | $168,000 | +78.7% | 6,245 | +81.3% | 0.08% | +68.8% |
| Q4 2020 | $94,000 | 0.0% | 3,445 | 0.0% | 0.05% | -4.0% |
| Q3 2020 | $94,000 | +1.1% | 3,445 | 0.0% | 0.05% | -13.8% |
| Q2 2020 | $93,000 | +3.3% | 3,445 | 0.0% | 0.06% | -4.9% |
| Q1 2020 | $90,000 | -5.3% | 3,445 | -5.5% | 0.06% | -1.6% |
| Q4 2019 | $95,000 | +1.1% | 3,645 | 0.0% | 0.06% | -7.5% |
| Q3 2019 | $94,000 | +8.0% | 3,645 | +6.7% | 0.07% | +6.3% |
| Q2 2019 | $87,000 | +2.4% | 3,415 | 0.0% | 0.06% | -4.5% |
| Q1 2019 | $85,000 | +4.9% | 3,415 | 0.0% | 0.07% | -5.7% |
| Q4 2018 | $81,000 | 0.0% | 3,415 | 0.0% | 0.07% | +22.8% |
| Q3 2018 | $81,000 | -1.2% | 3,415 | 0.0% | 0.06% | +9.6% |
| Q2 2018 | $82,000 | -1.2% | 3,415 | 0.0% | 0.05% | -10.3% |
| Q1 2018 | $83,000 | +107.5% | 3,415 | +111.5% | 0.06% | +81.2% |
| Q4 2017 | $40,000 | – | 1,615 | – | 0.03% | – |
Download | ||||||
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% |