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 | $2,437,097 | -3.5% | 100,004 | -3.5% | 0.00% | – |
| Q2 2023 | $2,526,231 | -0.9% | 103,619 | -0.3% | 0.00% | – |
| Q1 2023 | $2,549,000 | +142941.5% | 103,919 | +41.8% | 0.00% | – |
| Q4 2022 | $1,782 | -99.9% | 73,260 | +30.3% | 0.00% | – |
| Q3 2022 | $1,357,000 | +105.3% | 56,243 | +110.1% | 0.00% | – |
| Q2 2022 | $661,000 | +170.9% | 26,773 | +176.8% | 0.00% | – |
| Q1 2022 | $244,000 | +1255.6% | 9,671 | +1352.1% | 0.00% | – |
| Q4 2021 | $18,000 | -21.7% | 666 | -21.9% | 0.00% | – |
| Q3 2021 | $23,000 | -80.8% | 853 | -80.9% | 0.00% | – |
| Q2 2021 | $120,000 | -81.9% | 4,462 | -81.9% | 0.00% | – |
| Q1 2021 | $662,000 | +60.3% | 24,660 | +63.3% | 0.00% | – |
| Q4 2020 | $413,000 | +26.3% | 15,099 | +25.3% | 0.00% | – |
| Q3 2020 | $327,000 | +240.6% | 12,053 | +239.9% | 0.00% | – |
| Q2 2020 | $96,000 | +1820.0% | 3,546 | +1709.2% | 0.00% | – |
| Q1 2020 | $5,000 | +150.0% | 196 | +104.2% | 0.00% | – |
| Q4 2019 | $2,000 | – | 96 | – | 0.00% | – |
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% |