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 2023 | $1,003,453 | -4.5% | 41,176 | -4.5% | 0.40% | +1.8% |
| Q2 2023 | $1,051,267 | +1.2% | 43,120 | +1.8% | 0.39% | -7.8% |
| Q1 2023 | $1,038,821 | +1.0% | 42,349 | +0.1% | 0.42% | -5.3% |
| Q4 2022 | $1,028,487 | -55.7% | 42,290 | -56.1% | 0.45% | -57.4% |
| Q3 2022 | $2,322,000 | +1.0% | 96,240 | +3.4% | 1.06% | +5.5% |
| Q2 2022 | $2,299,000 | -29.2% | 93,092 | -27.6% | 1.00% | -15.4% |
| Q1 2022 | $3,249,000 | -5.8% | 128,661 | -1.5% | 1.18% | -4.4% |
| Q4 2021 | $3,450,000 | +1.3% | 130,581 | +2.9% | 1.24% | -9.6% |
| Q3 2021 | $3,407,000 | +12.4% | 126,918 | +13.0% | 1.37% | +9.0% |
| Q2 2021 | $3,031,000 | +14.5% | 112,295 | +13.8% | 1.25% | +1.1% |
| Q1 2021 | $2,648,000 | +9.0% | 98,713 | +11.2% | 1.24% | -2.1% |
| Q4 2020 | $2,430,000 | +13.8% | 88,774 | +12.7% | 1.27% | -8.5% |
| Q3 2020 | $2,136,000 | +45.4% | 78,749 | +44.6% | 1.38% | +26.6% |
| Q2 2020 | $1,469,000 | +27.1% | 54,457 | +17.6% | 1.09% | +3.6% |
| Q1 2020 | $1,156,000 | +61.0% | 46,301 | +67.3% | 1.06% | +87.6% |
| Q4 2019 | $718,000 | – | 27,681 | – | 0.56% | – |
Download | ||||||
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% |