ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $555 | -29.4% | 22,766 | -29.4% | 0.09% | -12.0% |
| Q2 2023 | $786 | -8.1% | 32,243 | -7.5% | 0.10% | -35.9% |
| Q1 2023 | $855 | +2.4% | 34,854 | +1.5% | 0.16% | -17.5% |
| Q4 2022 | $835 | -99.9% | 34,327 | -95.8% | 0.19% | +1.1% |
| Q3 2022 | $814,000 | +18.3% | 814,388 | +2824.4% | 0.19% | +78.1% |
| Q2 2022 | $688,000 | +2357.1% | 27,848 | -96.0% | 0.10% | -13.9% |
| Q1 2022 | $28,000 | -96.5% | 704,298 | +2187.8% | 0.12% | +13.0% |
| Q4 2021 | $802,000 | -2.9% | 30,785 | 0.0% | 0.11% | -4.4% |
| Q3 2021 | $826,000 | -21.3% | 30,785 | -19.8% | 0.11% | -32.3% |
| Q4 2020 | $1,050,000 | – | 38,367 | – | 0.17% | – |
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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% |