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 | $2,423,328 | +11.0% | 99,439 | +11.1% | 0.45% | +11.6% |
| Q2 2023 | $2,183,010 | +16.0% | 89,541 | +16.7% | 0.41% | +14.0% |
| Q1 2023 | $1,881,476 | +68.9% | 76,701 | +66.1% | 0.36% | +32.8% |
| Q3 2022 | $1,114,000 | +10.0% | 46,183 | +12.6% | 0.27% | +13.1% |
| Q2 2022 | $1,013,000 | +7.5% | 41,012 | +9.9% | 0.24% | +26.1% |
| Q1 2022 | $942,000 | +2.3% | 37,307 | +7.0% | 0.19% | -4.6% |
| Q4 2021 | $921,000 | – | 34,859 | – | 0.20% | – |
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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% |