ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 161 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,725,281 | -12.6% | 150,456 | -14.0% | 0.52% | -10.1% |
| Q3 2023 | $4,264,196 | +2.3% | 174,977 | +2.3% | 0.57% | -4.0% |
| Q2 2023 | $4,170,179 | +6.1% | 171,049 | +6.7% | 0.60% | -3.5% |
| Q1 2023 | $3,931,753 | +7.7% | 160,283 | +6.8% | 0.62% | -3.4% |
| Q4 2022 | $3,650,994 | +42.8% | 150,123 | +41.7% | 0.64% | +0.2% |
| Q3 2022 | $2,557,000 | +47.4% | 105,960 | +50.9% | 0.64% | +31.1% |
| Q2 2022 | $1,735,000 | +25.0% | 70,223 | +27.8% | 0.49% | +41.3% |
| Q1 2022 | $1,388,000 | -16.8% | 54,956 | -12.9% | 0.35% | -20.3% |
| Q4 2021 | $1,668,000 | +14.1% | 63,123 | +15.9% | 0.43% | -9.2% |
| Q3 2021 | $1,462,000 | +4.1% | 54,457 | +4.7% | 0.48% | +7.9% |
| Q2 2021 | $1,404,000 | +12.7% | 52,002 | +12.0% | 0.44% | -1.1% |
| Q1 2021 | $1,246,000 | -3.2% | 46,436 | -1.2% | 0.45% | -13.0% |
| Q4 2020 | $1,287,000 | – | 47,005 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Royal Harbor Partners, LLC | 398,166 | $9,683,397 | 5.98% |
| WJ Wealth Management, LLC | 378,946 | $9,215,939 | 5.35% |
| PFG Private Wealth Management, LLC | 294,943 | $7,173 | 4.45% |
| Gateway Advisory, LLC | 660,854 | $16,072 | 4.12% |
| Windsor Capital Management, LLC | 417,829 | $10,161,600 | 3.70% |
| Wick Capital Partners, LLC | 260,029 | $6,324 | 3.55% |
| Summit Asset Management, LLC | 499,710 | $12,152,947 | 3.52% |
| Foundation Wealth Management, LLC | 140,261 | $3,411,194 | 3.46% |
| Richard P Slaughter Associates Inc | 372,044 | $9,048,110 | 2.84% |
| 4Thought Financial Group Inc. | 127,647 | $3,104,000 | 2.80% |