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 | $1,035,437 | +12.4% | 42,488 | +12.5% | 0.29% | +9.3% |
| Q2 2023 | $921,089 | -4.2% | 37,781 | -3.7% | 0.27% | -2.9% |
| Q1 2023 | $961,913 | +159421.2% | 39,214 | +58.0% | 0.28% | +42.1% |
| Q4 2022 | $603 | -99.9% | 24,813 | -14.6% | 0.20% | -20.1% |
| Q3 2022 | $701,000 | -2.4% | 29,071 | +0.1% | 0.24% | +5.2% |
| Q2 2022 | $718,000 | +0.4% | 29,055 | +2.7% | 0.23% | +16.6% |
| Q1 2022 | $715,000 | -2.9% | 28,297 | +1.6% | 0.20% | -3.4% |
| Q4 2021 | $736,000 | -4.2% | 27,862 | -2.6% | 0.21% | -12.0% |
| Q3 2021 | $768,000 | +4.8% | 28,600 | +5.3% | 0.23% | +4.9% |
| Q2 2021 | $733,000 | +19.8% | 27,173 | +19.2% | 0.22% | +12.6% |
| Q1 2021 | $612,000 | +1323.3% | 22,798 | +1338.4% | 0.20% | +1220.0% |
| Q4 2020 | $43,000 | +13.2% | 1,585 | +12.8% | 0.02% | 0.0% |
| Q3 2020 | $38,000 | – | 1,405 | – | 0.02% | – |
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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% |