ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 290 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,143,266 | +21.7% | 908,628 | +21.8% | 2.75% | +15.5% |
| Q2 2023 | $18,194,630 | -0.7% | 746,293 | -0.1% | 2.38% | -5.2% |
| Q1 2023 | $18,324,851 | +57.4% | 747,038 | +56.0% | 2.52% | +2.2% |
| Q4 2022 | $11,642,934 | +0.3% | 478,739 | -0.5% | 2.46% | -5.4% |
| Q3 2022 | $11,609,000 | -0.9% | 481,111 | +1.4% | 2.60% | +6.1% |
| Q2 2022 | $11,716,000 | +0.2% | 474,315 | +2.4% | 2.45% | +10.3% |
| Q1 2022 | $11,691,000 | +8.6% | 463,014 | +13.6% | 2.22% | +9.2% |
| Q4 2021 | $10,769,000 | +7.4% | 407,592 | +9.2% | 2.04% | -2.8% |
| Q3 2021 | $10,023,000 | +1.5% | 373,371 | +2.1% | 2.09% | +0.9% |
| Q2 2021 | $9,874,000 | +12.1% | 365,821 | +11.4% | 2.08% | +1.2% |
| Q1 2021 | $8,810,000 | -4.4% | 328,361 | -2.5% | 2.05% | -8.9% |
| Q4 2020 | $9,219,000 | +3.8% | 336,830 | +2.9% | 2.25% | -3.7% |
| Q3 2020 | $8,879,000 | +335.0% | 327,264 | +332.6% | 2.34% | +306.6% |
| Q2 2020 | $2,041,000 | +5.9% | 75,643 | -2.0% | 0.58% | -13.7% |
| Q1 2020 | $1,927,000 | -5.9% | 77,182 | -2.2% | 0.67% | +15.2% |
| Q4 2019 | $2,047,000 | +37.1% | 78,915 | +36.8% | 0.58% | +29.9% |
| Q3 2019 | $1,493,000 | +29.0% | 57,699 | +27.7% | 0.44% | +30.1% |
| Q2 2019 | $1,157,000 | – | 45,177 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Royal Harbor Partners, LLC | 398,166 | $9,683,397 | 5.98% |
| WJ Wealth Management, LLC | 378,946 | $9,215,939 | 5.35% |
| PFG Private Wealth Management, LLC | 294,943 | $7,173 | 4.45% |
| Gateway Advisory, LLC | 660,854 | $16,072 | 4.12% |
| Windsor Capital Management, LLC | 417,829 | $10,161,600 | 3.70% |
| Wick Capital Partners, LLC | 260,029 | $6,324 | 3.55% |
| Summit Asset Management, LLC | 499,710 | $12,152,947 | 3.52% |
| Foundation Wealth Management, LLC | 140,261 | $3,411,194 | 3.46% |
| Richard P Slaughter Associates Inc | 372,044 | $9,048,110 | 2.84% |
| 4Thought Financial Group Inc. | 127,647 | $3,104,000 | 2.80% |