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 | $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% | – |
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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% |