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 | $3,153,367 | -0.0% | 126,845 | -0.2% | 2.59% | +0.4% |
| Q1 2024 | $3,153,847 | -2.7% | 127,120 | -2.9% | 2.58% | -9.0% |
| Q4 2023 | $3,241,208 | -0.2% | 130,905 | -1.7% | 2.83% | +29.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Royal Harbor Partners, LLC | 398,166 | $9,683,397 | 5.98% |
| WJ Wealth Management, LLC | 378,946 | $9,215,939 | 5.35% |
| PFG Private Wealth Management, LLC | 294,943 | $7,173 | 4.45% |
| Gateway Advisory, LLC | 660,854 | $16,072 | 4.12% |
| Windsor Capital Management, LLC | 417,829 | $10,161,600 | 3.70% |
| Wick Capital Partners, LLC | 260,029 | $6,324 | 3.55% |
| Summit Asset Management, LLC | 499,710 | $12,152,947 | 3.52% |
| Foundation Wealth Management, LLC | 140,261 | $3,411,194 | 3.46% |
| Richard P Slaughter Associates Inc | 372,044 | $9,048,110 | 2.84% |
| 4Thought Financial Group Inc. | 127,647 | $3,104,000 | 2.80% |