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 | $3,725,466 | +22.1% | 152,871 | +22.1% | 0.94% | +26.5% |
Q2 2023 | $3,051,612 | -4.1% | 125,169 | -3.5% | 0.74% | -7.7% |
Q1 2023 | $3,180,580 | -0.8% | 129,661 | -1.7% | 0.80% | -2.9% |
Q4 2022 | $3,207,050 | +1.9% | 131,869 | +1.1% | 0.83% | -5.8% |
Q3 2022 | $3,147,000 | +0.6% | 130,410 | +3.0% | 0.88% | +1.2% |
Q2 2022 | $3,127,000 | -15.2% | 126,617 | -13.3% | 0.87% | +5.7% |
Q1 2022 | $3,687,000 | -32.2% | 146,009 | -29.1% | 0.82% | -28.8% |
Q4 2021 | $5,438,000 | +1.5% | 205,842 | +3.1% | 1.15% | -8.9% |
Q3 2021 | $5,360,000 | -0.5% | 199,680 | +0.4% | 1.26% | +1.9% |
Q2 2021 | $5,388,000 | +3.4% | 198,958 | +2.4% | 1.24% | -4.2% |
Q1 2021 | $5,212,000 | +2.2% | 194,271 | +4.3% | 1.29% | -8.9% |
Q4 2020 | $5,100,000 | – | 186,331 | – | 1.42% | – |
Download |
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% |