ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 129 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,734,808 | +57.7% | 2,041,678 | +57.8% | 0.02% | +60.0% |
| Q2 2023 | $31,547,395 | +7.3% | 1,294,094 | +7.9% | 0.01% | 0.0% |
| Q1 2023 | $29,410,101 | -15.5% | 1,199,435 | -16.2% | 0.01% | -16.7% |
| Q4 2022 | $34,822,000 | +22.7% | 1,431,355 | +21.7% | 0.01% | +20.0% |
| Q3 2022 | $28,373,000 | +30.7% | 1,175,715 | +33.7% | 0.01% | +25.0% |
| Q2 2022 | $21,712,000 | +75.4% | 879,529 | +79.5% | 0.01% | +100.0% |
| Q1 2022 | $12,379,000 | +26.3% | 489,968 | +32.0% | 0.00% | +33.3% |
| Q4 2021 | $9,803,000 | +7.4% | 371,094 | +9.2% | 0.00% | 0.0% |
| Q3 2021 | $9,128,000 | +7.2% | 339,956 | +7.8% | 0.00% | 0.0% |
| Q2 2021 | $8,512,000 | +4.5% | 315,323 | +3.9% | 0.00% | 0.0% |
| Q1 2021 | $8,148,000 | +1.5% | 303,491 | +3.4% | 0.00% | 0.0% |
| Q4 2020 | $8,031,000 | +6.0% | 293,393 | +5.1% | 0.00% | 0.0% |
| Q3 2020 | $7,577,000 | +2.8% | 279,258 | +2.7% | 0.00% | 0.0% |
| Q2 2020 | $7,371,000 | +11.6% | 271,971 | +2.7% | 0.00% | 0.0% |
| Q1 2020 | $6,607,000 | +15.1% | 264,776 | +19.7% | 0.00% | +50.0% |
| Q4 2019 | $5,739,000 | +3.0% | 221,233 | +2.1% | 0.00% | 0.0% |
| Q3 2019 | $5,574,000 | -27.5% | 216,781 | -27.8% | 0.00% | -33.3% |
| Q2 2019 | $7,687,000 | +52.0% | 300,127 | +47.3% | 0.00% | +50.0% |
| Q1 2019 | $5,058,000 | +194.4% | 203,749 | +179.9% | 0.00% | +100.0% |
| Q4 2018 | $1,718,000 | +7.2% | 72,800 | +8.6% | 0.00% | 0.0% |
| Q3 2018 | $1,602,000 | -10.2% | 67,016 | -10.1% | 0.00% | 0.0% |
| Q2 2018 | $1,783,000 | +1.8% | 74,513 | +3.1% | 0.00% | 0.0% |
| Q1 2018 | $1,752,000 | +13.3% | 72,262 | +16.9% | 0.00% | 0.0% |
| Q4 2017 | $1,547,000 | +36.8% | 61,800 | +37.4% | 0.00% | 0.0% |
| Q3 2017 | $1,131,000 | +240.7% | 44,973 | +235.4% | 0.00% | – |
| Q2 2017 | $332,000 | – | 13,409 | – | 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% |