ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 244 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,997,462 | +2.4% | 122,998 | +2.4% | 0.63% | +8.2% |
| Q2 2023 | $2,927,575 | -2.6% | 120,081 | -2.0% | 0.59% | -7.7% |
| Q1 2023 | $3,005,293 | +7.8% | 122,515 | +6.9% | 0.64% | +0.8% |
| Q4 2022 | $2,787,194 | +15.8% | 114,605 | +14.9% | 0.63% | +5.0% |
| Q3 2022 | $2,407,000 | -0.8% | 99,765 | +1.5% | 0.60% | +2.2% |
| Q2 2022 | $2,427,000 | +3.5% | 98,265 | +5.8% | 0.59% | +19.1% |
| Q1 2022 | $2,346,000 | -3.6% | 92,915 | +0.9% | 0.49% | -1.2% |
| Q4 2021 | $2,433,000 | +5.5% | 92,075 | +7.1% | 0.50% | -2.2% |
| Q3 2021 | $2,307,000 | +6.9% | 85,950 | +7.5% | 0.51% | +9.4% |
| Q2 2021 | $2,158,000 | +21.2% | 79,950 | +20.5% | 0.47% | +8.1% |
| Q1 2021 | $1,780,000 | +1218.5% | 66,350 | +1240.4% | 0.43% | +1131.4% |
| Q4 2020 | $135,000 | +0.7% | 4,950 | 0.0% | 0.04% | -12.5% |
| Q3 2020 | $134,000 | 0.0% | 4,950 | 0.0% | 0.04% | -9.1% |
| Q2 2020 | $134,000 | +8.1% | 4,950 | 0.0% | 0.04% | -6.4% |
| Q1 2020 | $124,000 | -3.1% | 4,950 | 0.0% | 0.05% | +17.5% |
| Q4 2019 | $128,000 | +68.4% | 4,950 | +67.8% | 0.04% | +53.8% |
| Q3 2019 | $76,000 | 0.0% | 2,950 | 0.0% | 0.03% | -3.7% |
| Q2 2019 | $76,000 | +4.1% | 2,950 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $73,000 | +14.1% | 2,950 | +9.3% | 0.03% | +3.8% |
| Q4 2018 | $64,000 | – | 2,700 | – | 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% |