ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 270 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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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% |