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 | $11,332 | -0.0% | 465 | 0.0% | 0.00% | – |
| Q2 2023 | $11,337 | -0.6% | 465 | 0.0% | 0.00% | – |
| Q1 2023 | $11,406 | +0.9% | 465 | 0.0% | 0.00% | – |
| Q4 2022 | $11,309 | +2.8% | 465 | 0.0% | 0.00% | – |
| Q3 2022 | $11,000 | 0.0% | 465 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -8.3% | 465 | 0.0% | 0.00% | – |
| Q1 2022 | $12,000 | -96.6% | 465 | -96.5% | 0.00% | – |
| Q2 2021 | $354,000 | +0.6% | 13,125 | 0.0% | 0.00% | – |
| Q1 2021 | $352,000 | +25.3% | 13,125 | +27.9% | 0.00% | – |
| Q4 2020 | $281,000 | +1.1% | 10,265 | 0.0% | 0.00% | – |
| Q3 2020 | $278,000 | +0.4% | 10,265 | 0.0% | 0.00% | – |
| Q2 2020 | $277,000 | +8.2% | 10,265 | 0.0% | 0.00% | – |
| Q1 2020 | $256,000 | -3.8% | 10,265 | 0.0% | 0.00% | – |
| Q4 2019 | $266,000 | +60.2% | 10,265 | +60.3% | 0.00% | – |
| Q3 2019 | $166,000 | +15.3% | 6,405 | +14.0% | 0.00% | – |
| Q2 2019 | $144,000 | – | 5,620 | – | 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% |