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 | $978,553 | -0.8% | 40,154 | -0.7% | 0.24% | +1.7% |
| Q2 2023 | $986,244 | +143.4% | 40,453 | +144.9% | 0.23% | +129.7% |
| Q1 2023 | $405,187 | +0.9% | 16,518 | 0.0% | 0.10% | -3.8% |
| Q4 2022 | $401,718 | -78.0% | 16,518 | -78.2% | 0.10% | -79.9% |
| Q3 2022 | $1,828,000 | -3.2% | 75,750 | -0.9% | 0.52% | +2.8% |
| Q2 2022 | $1,888,000 | -2.2% | 76,441 | 0.0% | 0.51% | +12.1% |
| Q1 2022 | $1,930,000 | -5.5% | 76,441 | -1.2% | 0.45% | -3.2% |
| Q4 2021 | $2,043,000 | -4.6% | 77,345 | -3.0% | 0.47% | -10.9% |
| Q3 2021 | $2,141,000 | -3.5% | 79,749 | -3.0% | 0.52% | -6.7% |
| Q2 2021 | $2,219,000 | +1.7% | 82,198 | +1.1% | 0.56% | -8.5% |
| Q1 2021 | $2,181,000 | -28.2% | 81,300 | -26.8% | 0.62% | -32.0% |
| Q4 2020 | $3,039,000 | +34.4% | 111,017 | +33.2% | 0.90% | +25.2% |
| Q3 2020 | $2,262,000 | +21.2% | 83,361 | +20.5% | 0.72% | +18.0% |
| Q2 2020 | $1,866,000 | +5.1% | 69,174 | -2.7% | 0.61% | -18.2% |
| Q1 2020 | $1,776,000 | – | 71,116 | – | 0.75% | – |
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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% |