ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 270 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,584 | -0.0% | 16,930 | 0.0% | 0.32% | +2.9% |
| Q2 2023 | $412,753 | -10.1% | 16,930 | -9.5% | 0.31% | -14.8% |
| Q1 2023 | $458,956 | +0.9% | 18,710 | 0.0% | 0.37% | -2.9% |
| Q4 2022 | $455,027 | +2.9% | 18,710 | +2.1% | 0.38% | -11.9% |
| Q3 2022 | $442,000 | -2.4% | 18,330 | 0.0% | 0.43% | +4.6% |
| Q2 2022 | $453,000 | -2.2% | 18,330 | 0.0% | 0.41% | +5.7% |
| Q1 2022 | $463,000 | -15.0% | 18,330 | -11.2% | 0.39% | -11.0% |
| Q4 2021 | $545,000 | -1.6% | 20,640 | 0.0% | 0.44% | -7.1% |
| Q3 2021 | $554,000 | -0.5% | 20,640 | 0.0% | 0.47% | -0.4% |
| Q2 2021 | $557,000 | +0.5% | 20,640 | 0.0% | 0.47% | -5.4% |
| Q1 2021 | $554,000 | -1.9% | 20,640 | 0.0% | 0.50% | +2.9% |
| Q4 2020 | $565,000 | – | 20,640 | – | 0.48% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 404,664 | $10,104,000 | 6.02% |
| TLWM | 317,544 | $7,916,000 | 4.65% |
| PFG Private Wealth Management, LLC | 157,379 | $3,930,000 | 4.23% |
| CAPITAL ADVISORS INC/OK | 2,139,129 | $53,414,000 | 2.90% |
| Signature Wealth Management Group | 118,954 | $2,970,000 | 2.61% |
| RVW Wealth, LLC | 408,710 | $10,205,000 | 2.38% |
| Gateway Advisory, LLC | 281,578 | $7,031,000 | 2.37% |
| Day & Ennis, LLC | 134,638 | $3,362,000 | 1.92% |
| Capital Investment Advisors, LLC | 1,076,669 | $26,825,000 | 1.71% |
| Motley Fool Wealth Management, LLC | 907,749 | $22,667,000 | 1.64% |