ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 164 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $232,146 | +15.4% | 9,522 | +16.1% | 0.05% | +10.6% |
| Q1 2023 | $201,171 | +111.8% | 8,201 | +107.8% | 0.05% | +95.8% |
| Q3 2022 | $95,000 | -50.5% | 3,946 | -49.2% | 0.02% | -50.0% |
| Q2 2022 | $192,000 | -3.0% | 7,774 | -0.8% | 0.05% | +4.3% |
| Q1 2022 | $198,000 | -33.3% | 7,837 | -30.3% | 0.05% | -31.3% |
| Q4 2021 | $297,000 | -16.6% | 11,250 | -15.1% | 0.07% | -23.0% |
| Q3 2021 | $356,000 | +70.3% | 13,255 | +70.8% | 0.09% | +64.2% |
| Q2 2021 | $209,000 | +56.0% | 7,762 | +55.6% | 0.05% | +43.2% |
| Q1 2021 | $134,000 | -33.7% | 4,989 | -32.3% | 0.04% | -15.9% |
| Q4 2020 | $202,000 | – | 7,368 | – | 0.04% | – |
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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% |