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 | $189,477 | -59.1% | 7,775 | -59.1% | 0.02% | -56.6% |
| Q2 2023 | $462,977 | -22.7% | 18,990 | -22.2% | 0.05% | -24.3% |
| Q1 2023 | $598,900 | -66.2% | 24,415 | -66.5% | 0.07% | -79.2% |
| Q4 2022 | $1,773,195 | -55.1% | 72,911 | -50.4% | 0.34% | -30.9% |
| Q1 2021 | $3,945,000 | -8.3% | 147,035 | -6.4% | 0.49% | -16.1% |
| Q4 2020 | $4,301,000 | -0.7% | 157,150 | -1.6% | 0.58% | -11.2% |
| Q3 2020 | $4,333,000 | -7.7% | 159,725 | -8.2% | 0.65% | -13.2% |
| Q2 2020 | $4,695,000 | +1.3% | 174,005 | -6.3% | 0.75% | -14.9% |
| Q1 2020 | $4,635,000 | +40.3% | 185,640 | +45.8% | 0.88% | +90.3% |
| Q4 2019 | $3,304,000 | – | 127,355 | – | 0.46% | – |
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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% |