ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $531,339 | -0.0% | 21,803 | 0.0% | 0.23% | +3.1% |
| Q2 2023 | $531,557 | +5.3% | 21,803 | +6.0% | 0.23% | -4.2% |
| Q1 2023 | $504,656 | +7.3% | 20,573 | +6.4% | 0.24% | +2.2% |
| Q4 2022 | $470,422 | +2.9% | 19,343 | +2.2% | 0.23% | -9.0% |
| Q3 2022 | $457,000 | +7.5% | 18,923 | +10.0% | 0.26% | +13.8% |
| Q2 2022 | $425,000 | +36.2% | 17,198 | +39.1% | 0.22% | +48.3% |
| Q1 2022 | $312,000 | +5.4% | 12,365 | +10.3% | 0.15% | +10.2% |
| Q4 2021 | $296,000 | +20.8% | 11,210 | +22.7% | 0.14% | +6.2% |
| Q3 2021 | $245,000 | – | 9,135 | – | 0.13% | – |
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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% |