ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 149 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406 | 0.0% | 16,642 | +0.1% | 0.07% | +4.4% |
| Q2 2023 | $406 | -0.5% | 16,621 | +0.1% | 0.07% | -5.6% |
| Q1 2023 | $408 | +0.5% | 16,608 | +0.1% | 0.07% | -1.4% |
| Q4 2022 | $406 | -99.8% | 16,590 | +51.6% | 0.07% | +32.7% |
| Q3 2022 | $263,000 | -0.4% | 10,944 | +2.6% | 0.06% | -1.8% |
| Q2 2022 | $264,000 | +30.7% | 10,663 | +33.1% | 0.06% | +43.6% |
| Q1 2022 | $202,000 | -4.3% | 8,012 | +0.1% | 0.04% | 0.0% |
| Q4 2021 | $211,000 | +11.6% | 8,002 | +13.7% | 0.04% | +14.7% |
| Q3 2021 | $189,000 | -0.5% | 7,040 | +0.2% | 0.03% | -2.9% |
| Q2 2021 | $190,000 | +1.1% | 7,027 | +0.2% | 0.04% | -5.4% |
| Q1 2021 | $188,000 | -31.6% | 7,014 | -30.1% | 0.04% | -36.2% |
| Q4 2020 | $275,000 | +85.8% | 10,041 | +84.0% | 0.06% | +70.6% |
| Q3 2020 | $148,000 | – | 5,457 | – | 0.03% | – |
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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% |