ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q1 2022. 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% | – |
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% |