ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,105 | +23.2% | 16,500 | +23.2% | 0.06% | +22.4% |
| Q2 2023 | $326,400 | -0.6% | 13,388 | 0.0% | 0.05% | -5.8% |
| Q1 2023 | $328,408 | +20.0% | 13,388 | +19.0% | 0.05% | -23.5% |
| Q4 2022 | $273,600 | -0.9% | 11,250 | -1.8% | 0.07% | -2.9% |
| Q3 2022 | $276,000 | -27.2% | 11,457 | -24.4% | 0.07% | -19.5% |
| Q2 2022 | $379,000 | +67.7% | 15,157 | +69.2% | 0.09% | +52.6% |
| Q1 2022 | $226,000 | – | 8,957 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 319,416 | $8,265,000 | 4.25% |
| Gateway Advisory, LLC | 282,327 | $7,307,000 | 2.48% |
| CAPITAL ADVISORS INC/OK | 1,772,633 | $45,397,000 | 2.24% |
| Signature Wealth Management Group | 112,353 | $2,908,000 | 1.92% |
| Motley Fool Wealth Management, LLC | 975,507 | $25,246,000 | 1.67% |
| Day & Ennis, LLC | 117,665 | $3,045,000 | 1.57% |
| Capital Investment Advisors, LLC | 1,065,165 | $27,566,000 | 1.44% |
| Aptus Capital Advisors, LLC | 811,145 | $20,935,000 | 1.17% |
| SIGMA INVESTMENT COUNSELORS INC | 374,538 | $9,693,000 | 1.10% |
| Ranch Capital Advisors Inc. | 36,679 | $949,000 | 1.02% |