ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 270 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,026 | -0.5% | 123 | +392.0% | 0.00% | -100.0% |
| Q1 2023 | $3,041 | -99.9% | 25 | -74.0% | 0.09% | -6.9% |
| Q3 2022 | $2,991,000 | -2.4% | 96 | -4.0% | 0.10% | +6.3% |
| Q2 2022 | $3,063,000 | -2.2% | 100 | 0.0% | 0.10% | +8.0% |
| Q1 2022 | $3,131,000 | -40.1% | 100 | -57.3% | 0.09% | -25.4% |
| Q4 2021 | $5,231,000 | +19274.1% | 234 | -28.9% | 0.12% | +807.7% |
| Q3 2021 | $27,000 | – | 329 | +16350.0% | 0.01% | – |
| Q1 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $140,000 | -13.6% | 5,425 | -14.1% | 0.12% | -9.0% |
| Q2 2019 | $162,000 | -19.0% | 6,317 | -22.0% | 0.13% | -17.9% |
| Q1 2019 | $200,000 | +270.4% | 8,103 | +254.2% | 0.16% | +184.2% |
| Q3 2018 | $54,000 | +63.6% | 2,288 | +68.9% | 0.06% | +83.9% |
| Q2 2018 | $33,000 | +17.9% | 1,355 | +13.9% | 0.03% | +6.9% |
| Q1 2018 | $28,000 | – | 1,190 | – | 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% |