ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 358 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,163,736 | +7.2% | 167,487 | +7.0% | 0.40% | -12.6% |
| Q1 2024 | $3,882,839 | +17.8% | 156,503 | +17.5% | 0.45% | -15.6% |
| Q4 2023 | $3,297,512 | +26.0% | 133,179 | +24.1% | 0.54% | +4.5% |
| Q3 2023 | $2,616,217 | +22.0% | 107,354 | +22.1% | 0.52% | +20.6% |
| Q2 2023 | $2,144,343 | +174.2% | 87,955 | +175.9% | 0.43% | +151.2% |
| Q1 2023 | $782,016 | – | 31,880 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keeler Thomas Management LLC | 567,856 | $14,255,972 | 5.76% |
| PFG Private Wealth Management, LLC | 351,129 | $8,560,536 | 5.05% |
| Houlihan Financial Resource Group, Ltd. | 5,109,391 | $125,079 | 3.89% |
| Signature Wealth Management Group | 336,077 | $8,193,545 | 3.82% |
| Gateway Advisory, LLC | 687,357 | $16,757,769 | 3.55% |
| Windsor Capital Management, LLC | 426,506 | $10,398,222 | 3.44% |
| Summit Asset Management, LLC | 531,025 | $12,946,390 | 3.41% |
| Foundation Wealth Management, LLC | 114,907 | $2,801,469 | 2.73% |
| Syntegra Private Wealth Group, LLC | 727,248 | $17,730,304 | 2.71% |
| Peloton Wealth Strategists | 245,260 | $5,979 | 2.64% |