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 | $785,266 | +10.9% | 32,222 | +10.9% | 0.00% | 0.0% |
| Q2 2023 | $708,210 | +80745.9% | 29,048 | -18.7% | 0.00% | -25.0% |
| Q1 2023 | $876 | -1.2% | 35,743 | -2.0% | 0.00% | 0.0% |
| Q4 2022 | $887 | -99.9% | 36,481 | +10.2% | 0.00% | 0.0% |
| Q3 2022 | $798,000 | +16.2% | 33,106 | +19.0% | 0.00% | 0.0% |
| Q2 2022 | $687,000 | +1247.1% | 27,814 | +1252.8% | 0.00% | – |
| Q1 2022 | $51,000 | -5.6% | 2,056 | 0.0% | 0.00% | – |
| Q4 2021 | $54,000 | -1.8% | 2,056 | 0.0% | 0.00% | – |
| Q3 2021 | $55,000 | 0.0% | 2,056 | 0.0% | 0.00% | – |
| Q2 2021 | $55,000 | -35.3% | 2,056 | -34.1% | 0.00% | -100.0% |
| Q4 2020 | $85,000 | – | 3,120 | – | 0.00% | – |
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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% |