BLUE SQUARE ASSET MANAGEMENT, LLC - ISHARES TR ownership

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
BLUE SQUARE ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$912,291
+3.6%
37,435
+3.7%
0.67%
+7.3%
Q2 2023$880,459
-11.0%
36,114
-10.4%
0.63%
-3.7%
Q1 2023$989,221
+17.2%
40,327
+16.2%
0.65%
+19.9%
Q4 2022$844,317
+1.6%
34,717
+0.8%
0.54%
-4.1%
Q3 2022$831,000
+30.9%
34,451
+34.0%
0.56%
-58.6%
Q2 2022$635,00025,7041.37%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 385,938$9,405,3086.99%
Keeler Thomas Management LLC 604,202$14,928,7775.52%
Scissortail Wealth Management, LLC 236,003$5,751,3904.53%
Envision Financial Planning, LLC 161,317$3,931,2843.89%
Summit Asset Management, LLC 549,950$13,402,2743.64%
Windsor Capital Management, LLC 429,255$10,460,9543.62%
Gateway Advisory, LLC 698,889$17,031,9143.47%
Houlihan Financial Resource Group, Ltd. 226,696$5,5282.96%
Syntegra Private Wealth Group, LLC 773,021$18,838,5252.96%
Peloton Wealth Strategists 256,525$6,2522.88%
View complete list of ISHARES TR shareholders