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 | $9,405,308 | +9.9% | 385,938 | +9.9% | 6.99% | +38.4% |
| Q2 2023 | $8,560,536 | +8.4% | 351,129 | +9.1% | 5.05% | +0.7% |
| Q1 2023 | $7,893,945 | +109950.8% | 321,808 | +9.1% | 5.02% | +12.7% |
| Q4 2022 | $7,173 | -99.9% | 294,943 | +4.2% | 4.45% | -0.8% |
| Q3 2022 | $6,832,000 | +34.8% | 283,121 | +38.0% | 4.49% | +57.9% |
| Q2 2022 | $5,067,000 | +1.8% | 205,147 | +4.0% | 2.84% | +11.1% |
| Q1 2022 | $4,979,000 | +1.4% | 197,188 | +6.2% | 2.56% | +0.9% |
| Q4 2021 | $4,908,000 | -27.5% | 185,753 | -26.3% | 2.54% | -36.0% |
| Q3 2021 | $6,766,000 | +7.0% | 252,028 | +7.5% | 3.96% | -3.5% |
| Q2 2021 | $6,326,000 | +6.0% | 234,389 | +5.3% | 4.10% | -0.1% |
| Q1 2021 | $5,970,000 | +13.8% | 222,518 | +16.1% | 4.11% | +2.1% |
| Q4 2020 | $5,246,000 | +10.1% | 191,664 | +9.1% | 4.02% | -3.2% |
| Q3 2020 | $4,766,000 | +9.5% | 175,691 | +8.9% | 4.15% | +1.4% |
| Q2 2020 | $4,352,000 | +10.7% | 161,287 | +2.5% | 4.10% | -3.2% |
| Q1 2020 | $3,930,000 | +32.4% | 157,379 | +37.5% | 4.23% | +59.5% |
| Q4 2019 | $2,969,000 | – | 114,473 | – | 2.65% | – |
Download | ||||||
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% |