ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 150 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Trust Co of Kansas | 404,664 | $10,104,000 | 6.02% |
| TLWM | 317,544 | $7,916,000 | 4.65% |
| PFG Private Wealth Management, LLC | 157,379 | $3,930,000 | 4.23% |
| CAPITAL ADVISORS INC/OK | 2,139,129 | $53,414,000 | 2.90% |
| Signature Wealth Management Group | 118,954 | $2,970,000 | 2.61% |
| RVW Wealth, LLC | 408,710 | $10,205,000 | 2.38% |
| Gateway Advisory, LLC | 281,578 | $7,031,000 | 2.37% |
| Day & Ennis, LLC | 134,638 | $3,362,000 | 1.92% |
| Capital Investment Advisors, LLC | 1,076,669 | $26,825,000 | 1.71% |
| Motley Fool Wealth Management, LLC | 907,749 | $22,667,000 | 1.64% |