ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 270 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,273,485 | -7.3% | 1,283,278 | -7.3% | 0.05% | -5.6% |
| Q2 2023 | $33,747,455 | +0.6% | 1,384,227 | +1.2% | 0.05% | -5.3% |
| Q1 2023 | $33,559,960 | +0.6% | 1,368,119 | -0.2% | 0.06% | -3.4% |
| Q4 2022 | $33,351,718 | -2.7% | 1,371,370 | -3.4% | 0.06% | -16.9% |
| Q3 2022 | $34,272,000 | +1.9% | 1,420,271 | +4.3% | 0.07% | +9.2% |
| Q2 2022 | $33,621,000 | +8.5% | 1,361,196 | +10.9% | 0.06% | +25.0% |
| Q1 2022 | $30,995,000 | +7.3% | 1,227,517 | +12.3% | 0.05% | +13.0% |
| Q4 2021 | $28,875,000 | +13.4% | 1,092,935 | +15.2% | 0.05% | -4.2% |
| Q3 2021 | $25,474,000 | +1.1% | 948,954 | +1.7% | 0.05% | +2.1% |
| Q2 2021 | $25,190,000 | +19.9% | 933,314 | +19.2% | 0.05% | +11.9% |
| Q1 2021 | $21,008,000 | +9.8% | 783,008 | +12.0% | 0.04% | +2.4% |
| Q4 2020 | $19,127,000 | +37.9% | 698,820 | +36.7% | 0.04% | +20.6% |
| Q3 2020 | $13,873,000 | +58.7% | 511,379 | +57.9% | 0.03% | +47.8% |
| Q2 2020 | $8,740,000 | +71.8% | 323,916 | +59.0% | 0.02% | +43.8% |
| Q1 2020 | $5,086,000 | +4.7% | 203,686 | +8.8% | 0.02% | +33.3% |
| Q4 2019 | $4,857,000 | +11.2% | 187,244 | +11.0% | 0.01% | 0.0% |
| Q3 2019 | $4,366,000 | +10.7% | 168,691 | +9.6% | 0.01% | +9.1% |
| Q2 2019 | $3,943,000 | +6.6% | 153,950 | +3.5% | 0.01% | 0.0% |
| Q1 2019 | $3,700,000 | +10.0% | 148,782 | +4.3% | 0.01% | 0.0% |
| Q4 2018 | $3,365,000 | +0.9% | 142,590 | +2.2% | 0.01% | +10.0% |
| Q3 2018 | $3,336,000 | -0.5% | 139,525 | -0.4% | 0.01% | 0.0% |
| Q2 2018 | $3,354,000 | +11.9% | 140,155 | +13.5% | 0.01% | +11.1% |
| Q1 2018 | $2,997,000 | +9.8% | 123,475 | +13.3% | 0.01% | +12.5% |
| Q4 2017 | $2,729,000 | +14.2% | 109,013 | +14.7% | 0.01% | 0.0% |
| Q3 2017 | $2,389,000 | +31.6% | 95,020 | +30.7% | 0.01% | +33.3% |
| Q2 2017 | $1,816,000 | +36.9% | 72,701 | +35.1% | 0.01% | +20.0% |
| Q1 2017 | $1,327,000 | +32.0% | 53,816 | +30.4% | 0.01% | +25.0% |
| Q4 2016 | $1,005,000 | +110.3% | 41,267 | +121.2% | 0.00% | +100.0% |
| Q3 2016 | $478,000 | +437.1% | 18,660 | +435.6% | 0.00% | – |
| Q2 2016 | $89,000 | – | 3,484 | – | 0.00% | – |
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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% |