ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,834,158 | +505.7% | 75,263 | +505.9% | 1.17% | +470.2% |
| Q2 2023 | $302,841 | +45.2% | 12,422 | +46.1% | 0.20% | +25.0% |
| Q1 2023 | $208,562 | -0.2% | 8,502 | +9.7% | 0.16% | -12.8% |
| Q2 2021 | $209,000 | +0.5% | 7,747 | 0.0% | 0.19% | -6.5% |
| Q1 2021 | $208,000 | – | 7,747 | – | 0.20% | – |
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% |