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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |