ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 195 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,246,815 | +5.0% | 133,230 | +5.0% | 2.20% | +3.5% |
| Q2 2023 | $3,092,725 | +1.1% | 126,855 | +1.7% | 2.12% | +1.1% |
| Q1 2023 | $3,059,259 | +4.7% | 124,715 | +3.8% | 2.10% | +3.7% |
| Q4 2022 | $2,921,805 | +38.0% | 120,140 | +37.0% | 2.02% | +28.2% |
| Q3 2022 | $2,117,000 | +115836.5% | 87,715 | +18.6% | 1.58% | -10.0% |
| Q2 2022 | $1,826 | -99.9% | 73,935 | -8.0% | 1.76% | -3.0% |
| Q1 2022 | $2,022,000 | +4.1% | 80,375 | +9.3% | 1.81% | +3.4% |
| Q4 2021 | $1,943,000 | – | 73,550 | – | 1.75% | – |
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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% |