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 | $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 | $635,000 | – | 25,704 | – | 1.37% | – |
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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% |