ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 129 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $218,274 | -8.3% | 8,953 | -7.8% | 0.18% | -7.4% |
| Q1 2023 | $238,137 | +100805.5% | 9,708 | 0.0% | 0.19% | +7.3% |
| Q4 2022 | $236 | -99.9% | 9,708 | +1.0% | 0.18% | -1.7% |
| Q3 2022 | $232,000 | -2.1% | 9,608 | 0.0% | 0.18% | +11.8% |
| Q2 2022 | $237,000 | -7.4% | 9,608 | -5.3% | 0.16% | +3.9% |
| Q1 2022 | $256,000 | -4.5% | 10,151 | 0.0% | 0.16% | -4.3% |
| Q4 2021 | $268,000 | -1.8% | 10,151 | 0.0% | 0.16% | -11.5% |
| Q3 2021 | $273,000 | -0.4% | 10,151 | 0.0% | 0.18% | -2.1% |
| Q2 2021 | $274,000 | +5.0% | 10,151 | +4.2% | 0.19% | -6.0% |
| Q1 2021 | $261,000 | -2.2% | 9,746 | 0.0% | 0.20% | -13.1% |
| Q4 2020 | $267,000 | +1113.6% | 9,746 | +1129.0% | 0.23% | +990.5% |
| Q3 2020 | $22,000 | -77.6% | 793 | -78.1% | 0.02% | -80.2% |
| Q2 2020 | $98,000 | +84.9% | 3,614 | +69.0% | 0.11% | +58.2% |
| Q1 2020 | $53,000 | – | 2,139 | – | 0.07% | – |
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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% |