ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 195 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |