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 | $6,359,278 | +24.3% | 260,947 | +24.3% | 0.06% | +23.5% |
| Q2 2023 | $5,117,143 | +33.0% | 209,891 | +33.8% | 0.05% | +21.4% |
| Q1 2023 | $3,848,852 | +117.7% | 156,904 | +115.8% | 0.04% | +162.5% |
| Q4 2022 | $1,768,040 | -99.9% | 72,699 | -25.5% | 0.02% | +23.1% |
| Q3 2022 | $1,179,178,000 | +86795.9% | 97,644 | +77.7% | 0.01% | -7.1% |
| Q2 2022 | $1,357,000 | -0.3% | 54,944 | +1.9% | 0.01% | 0.0% |
| Q1 2022 | $1,361,000 | -9.9% | 53,919 | -5.7% | 0.01% | -6.7% |
| Q4 2021 | $1,511,000 | +3.4% | 57,188 | +5.0% | 0.02% | 0.0% |
| Q3 2021 | $1,462,000 | -4.9% | 54,455 | -4.4% | 0.02% | -11.8% |
| Q2 2021 | $1,538,000 | -0.3% | 56,989 | -0.9% | 0.02% | -15.0% |
| Q1 2021 | $1,542,000 | -69.2% | 57,489 | -68.6% | 0.02% | -65.5% |
| Q4 2020 | $5,008,000 | -99.9% | 183,120 | -17.7% | 0.06% | -48.7% |
| Q3 2020 | $6,053,000,000 | – | 222,534 | – | 0.11% | – |
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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% |