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 ↓ |
|---|---|---|---|
| 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% |