ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 290 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $704,927 | -3.7% | 28,926 | -3.7% | 0.45% | -0.9% |
| Q2 2023 | $732,351 | -11.3% | 30,039 | -10.7% | 0.46% | -10.9% |
| Q1 2023 | $825,385 | +0.2% | 33,648 | -0.6% | 0.51% | -0.8% |
| Q4 2022 | $823,354 | +0.8% | 33,855 | 0.0% | 0.52% | -9.0% |
| Q3 2022 | $817,000 | -4.2% | 33,855 | -1.9% | 0.57% | +2.7% |
| Q2 2022 | $853,000 | -4.6% | 34,515 | -2.5% | 0.55% | +15.2% |
| Q1 2022 | $894,000 | -4.1% | 35,412 | +0.4% | 0.48% | -3.4% |
| Q4 2021 | $932,000 | +1.7% | 35,268 | +3.3% | 0.50% | -6.2% |
| Q3 2021 | $916,000 | +0.7% | 34,133 | +1.2% | 0.53% | +4.3% |
| Q2 2021 | $910,000 | +5.1% | 33,717 | +4.4% | 0.51% | +0.6% |
| Q1 2021 | $866,000 | +0.9% | 32,281 | +3.0% | 0.50% | -11.7% |
| Q4 2020 | $858,000 | +0.4% | 31,345 | -0.5% | 0.57% | -8.5% |
| Q3 2020 | $855,000 | +13.1% | 31,514 | +12.5% | 0.62% | +12.2% |
| Q2 2020 | $756,000 | +8.2% | 28,008 | 0.0% | 0.56% | -9.9% |
| Q1 2020 | $699,000 | -16.3% | 28,008 | -13.0% | 0.62% | +11.2% |
| Q4 2019 | $835,000 | +1.7% | 32,207 | +1.5% | 0.56% | -4.5% |
| Q3 2019 | $821,000 | +1.1% | 31,722 | 0.0% | 0.58% | +0.7% |
| Q2 2019 | $812,000 | +16.5% | 31,722 | +13.3% | 0.58% | +20.7% |
| Q1 2019 | $697,000 | +5.4% | 28,010 | 0.0% | 0.48% | -5.1% |
| Q4 2018 | $661,000 | +0.2% | 28,010 | +1.4% | 0.50% | +8.4% |
| Q3 2018 | $660,000 | +2.2% | 27,612 | +2.2% | 0.47% | -3.5% |
| Q2 2018 | $646,000 | – | 27,013 | – | 0.48% | – |
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% |