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 2021 | $145,000 | -63.2% | 5,384 | -63.1% | 0.09% | -61.6% |
| Q2 2021 | $394,000 | -0.5% | 14,608 | -1.2% | 0.24% | -9.5% |
| Q1 2021 | $396,000 | -2.2% | 14,792 | -0.0% | 0.26% | -10.3% |
| Q4 2020 | $405,000 | -52.4% | 14,799 | -52.9% | 0.29% | -57.3% |
| Q3 2020 | $851,000 | -8.3% | 31,398 | -8.0% | 0.68% | -6.0% |
| Q2 2020 | $928,000 | +35.1% | 34,111 | +23.8% | 0.73% | +7.1% |
| Q1 2020 | $687,000 | -26.8% | 27,549 | -23.9% | 0.68% | -10.6% |
| Q4 2019 | $939,000 | -1.1% | 36,182 | -1.4% | 0.76% | -25.2% |
| Q3 2019 | $949,000 | – | 36,679 | – | 1.02% | – |
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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% |