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 | $254,788 | -33.9% | 10,455 | -33.5% | 0.04% | -39.7% |
| Q1 2023 | $385,363 | -49.7% | 15,710 | -49.8% | 0.06% | -4.5% |
| Q4 2022 | $765,453 | +103.6% | 31,326 | +101.0% | 0.07% | -12.0% |
| Q3 2022 | $376,000 | -2.1% | 15,584 | +0.3% | 0.08% | +5.6% |
| Q2 2022 | $384,000 | -1.8% | 15,535 | +0.3% | 0.07% | +6.0% |
| Q1 2022 | $391,000 | -4.4% | 15,492 | +0.2% | 0.07% | -5.6% |
| Q4 2021 | $409,000 | +21.4% | 15,464 | +23.1% | 0.07% | +16.4% |
| Q3 2021 | $337,000 | -0.3% | 12,563 | +0.3% | 0.06% | -6.2% |
| Q2 2021 | $338,000 | +0.9% | 12,522 | +0.3% | 0.06% | -1.5% |
| Q1 2021 | $335,000 | +23.2% | 12,480 | +25.7% | 0.07% | +13.8% |
| Q4 2020 | $272,000 | +1.9% | 9,928 | +0.7% | 0.06% | -12.1% |
| Q3 2020 | $267,000 | +0.8% | 9,858 | +0.5% | 0.07% | -14.3% |
| Q2 2020 | $265,000 | +9.1% | 9,806 | +0.6% | 0.08% | -12.5% |
| Q1 2020 | $243,000 | +9.5% | 9,744 | +13.6% | 0.09% | +11.4% |
| Q4 2019 | $222,000 | – | 8,577 | – | 0.08% | – |
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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% |