ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 244 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,562,433 | +21.2% | 105,147 | +21.3% | 0.07% | +22.0% |
| Q2 2023 | $2,113,833 | +16.3% | 86,704 | +17.1% | 0.06% | +9.3% |
| Q1 2023 | $1,816,861 | -6.4% | 74,067 | -7.2% | 0.05% | -25.0% |
| Q4 2022 | $1,941,746 | +9.0% | 79,842 | +8.2% | 0.07% | -67.3% |
| Q3 2022 | $1,781,000 | +1.0% | 73,818 | +3.4% | 0.22% | +201.4% |
| Q2 2022 | $1,763,000 | -8.1% | 71,383 | -6.1% | 0.07% | +5.8% |
| Q1 2022 | $1,919,000 | -1.4% | 75,980 | +3.1% | 0.07% | -2.8% |
| Q4 2021 | $1,947,000 | -12.5% | 73,696 | -11.1% | 0.07% | -18.4% |
| Q3 2021 | $2,224,000 | -5.7% | 82,854 | -5.2% | 0.09% | -10.3% |
| Q2 2021 | $2,359,000 | +3.4% | 87,396 | +2.8% | 0.10% | -10.2% |
| Q1 2021 | $2,282,000 | +11.3% | 85,045 | +13.6% | 0.11% | +6.9% |
| Q4 2020 | $2,050,000 | +60.4% | 74,888 | +58.9% | 0.10% | +40.3% |
| Q3 2020 | $1,278,000 | +29.1% | 47,115 | +28.4% | 0.07% | +20.0% |
| Q2 2020 | $990,000 | -20.6% | 36,699 | -23.7% | 0.06% | -39.4% |
| Q4 2019 | $1,247,000 | +322.7% | 48,075 | +321.2% | 0.10% | +280.8% |
| Q3 2019 | $295,000 | – | 11,414 | – | 0.03% | – |
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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% |