ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,844,271 | -12.0% | 116,712 | -12.0% | 0.11% | -9.8% |
Q2 2023 | $3,231,690 | +2.1% | 132,555 | +2.7% | 0.12% | -3.9% |
Q1 2023 | $3,164,958 | +6.3% | 129,024 | +5.3% | 0.13% | +2.4% |
Q4 2022 | $2,978,567 | +2.2% | 122,474 | +1.4% | 0.12% | -8.1% |
Q3 2022 | $2,914,000 | +11.9% | 120,767 | +14.6% | 0.14% | +18.4% |
Q2 2022 | $2,603,000 | +19.9% | 105,375 | +22.5% | 0.11% | +35.7% |
Q1 2022 | $2,171,000 | +9.0% | 85,987 | +14.1% | 0.08% | +15.1% |
Q4 2021 | $1,991,000 | +14.2% | 75,353 | +16.0% | 0.07% | +5.8% |
Q3 2021 | $1,743,000 | +9.5% | 64,946 | +10.1% | 0.07% | +9.5% |
Q2 2021 | $1,592,000 | +87.3% | 58,970 | +89.9% | 0.06% | +90.9% |
Q4 2020 | $850,000 | +67.3% | 31,050 | +65.9% | 0.03% | +50.0% |
Q3 2020 | $508,000 | +16.5% | 18,720 | +15.8% | 0.02% | +10.0% |
Q2 2020 | $436,000 | – | 16,165 | – | 0.02% | – |
Download |
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% |