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 2022 | $1,660,000 | -3.0% | 68,801 | -0.7% | 1.66% | +8.9% |
| Q2 2022 | $1,711,000 | -4.0% | 69,259 | -1.9% | 1.52% | +18.8% |
| Q1 2022 | $1,783,000 | -4.7% | 70,620 | -0.2% | 1.28% | +12.2% |
| Q4 2021 | $1,870,000 | +2.1% | 70,765 | +3.7% | 1.14% | -8.3% |
| Q3 2021 | $1,832,000 | +4.5% | 68,251 | +5.1% | 1.25% | +0.2% |
| Q2 2021 | $1,753,000 | +6.1% | 64,948 | +5.5% | 1.24% | -3.1% |
| Q1 2021 | $1,652,000 | +20.3% | 61,570 | +22.8% | 1.28% | +11.7% |
| Q4 2020 | $1,373,000 | +141.3% | 50,157 | +139.3% | 1.15% | +115.0% |
| Q3 2020 | $569,000 | – | 20,956 | – | 0.54% | – |
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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% |