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 | $645,970 | +0.3% | 26,507 | +0.4% | 0.41% | -2.8% |
Q2 2023 | $643,939 | -11.9% | 26,413 | -11.4% | 0.42% | -8.3% |
Q1 2023 | $731,014 | +1.0% | 29,801 | +0.2% | 0.46% | -7.8% |
Q4 2022 | $723,423 | +0.8% | 29,746 | 0.0% | 0.50% | -7.2% |
Q3 2022 | $718,000 | -2.3% | 29,746 | 0.0% | 0.54% | +1.3% |
Q2 2022 | $735,000 | 0.0% | 29,746 | +2.2% | 0.53% | +6.8% |
Q1 2022 | $735,000 | -4.4% | 29,100 | 0.0% | 0.50% | +0.4% |
Q4 2021 | $769,000 | – | 29,100 | – | 0.50% | – |
Download |
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% |