ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 209 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 | $424,679 | +0.3% | 16,746 | 0.0% | 0.02% | +5.9% |
| Q2 2023 | $423,506 | +0.4% | 16,746 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $421,832 | +0.6% | 16,746 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $419,152 | +0.3% | 16,746 | 0.0% | 0.02% | -10.5% |
| Q3 2022 | $418,000 | -0.5% | 16,746 | 0.0% | 0.02% | +5.6% |
| Q2 2022 | $420,000 | -0.7% | 16,746 | 0.0% | 0.02% | +5.9% |
| Q1 2022 | $423,000 | -0.2% | 16,746 | +1.3% | 0.02% | 0.0% |
| Q4 2021 | $424,000 | -1.4% | 16,531 | 0.0% | 0.02% | -15.0% |
| Q3 2021 | $430,000 | -6.5% | 16,531 | -6.2% | 0.02% | -9.1% |
| Q2 2021 | $460,000 | +0.7% | 17,633 | +0.9% | 0.02% | -8.3% |
| Q1 2021 | $457,000 | +4.3% | 17,479 | +4.8% | 0.02% | +4.3% |
| Q4 2020 | $438,000 | +1.4% | 16,679 | +1.4% | 0.02% | 0.0% |
| Q3 2020 | $432,000 | 0.0% | 16,456 | 0.0% | 0.02% | -4.2% |
| Q2 2020 | $432,000 | 0.0% | 16,456 | -4.8% | 0.02% | -20.0% |
| Q1 2020 | $432,000 | -0.5% | 17,293 | +1.9% | 0.03% | +15.4% |
| Q4 2019 | $434,000 | +0.5% | 16,968 | +0.7% | 0.03% | -3.7% |
| Q3 2019 | $432,000 | +4.1% | 16,856 | +2.6% | 0.03% | 0.0% |
| Q2 2019 | $415,000 | +1.0% | 16,423 | 0.0% | 0.03% | -6.9% |
| Q1 2019 | $411,000 | -36.9% | 16,423 | -38.9% | 0.03% | -40.8% |
| Q4 2018 | $651,000 | -14.1% | 26,899 | -13.8% | 0.05% | -19.7% |
| Q3 2018 | $758,000 | +21.3% | 31,205 | +21.3% | 0.06% | +8.9% |
| Q2 2018 | $625,000 | -0.8% | 25,724 | 0.0% | 0.06% | +3.7% |
| Q1 2018 | $630,000 | -7.5% | 25,724 | -5.3% | 0.05% | -12.9% |
| Q4 2017 | $681,000 | +13.7% | 27,173 | +15.1% | 0.06% | +31.9% |
| Q3 2017 | $599,000 | +0.7% | 23,614 | 0.0% | 0.05% | -6.0% |
| Q2 2017 | $595,000 | +4.9% | 23,614 | +3.8% | 0.05% | -2.0% |
| Q1 2017 | $567,000 | +10.7% | 22,746 | +9.7% | 0.05% | -7.3% |
| Q4 2016 | $512,000 | – | 20,729 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSTRUMENTAL WEALTH, LLC | 408,854 | $10,303,130 | 13.60% |
| Paradigm, Strategies in Wealth Management, LLC | 553,890 | $13,952,477 | 10.98% |
| American Planning Services, Inc. | 536,389 | $13,511,639 | 9.16% |
| Ruggaard & Associates LLC | 466,373 | $11,747,939 | 7.25% |
| NovaPoint Capital, LLC | 653,532 | $16,462,461 | 6.74% |
| PFG Private Wealth Management, LLC | 294,346 | $7,414,586 | 4.71% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 209,549 | $5,278,543 | 4.67% |
| Windsor Capital Management, LLC | 526,520 | $13,263,033 | 4.56% |
| Keeler Thomas Management LLC | 381,152 | $9,601,220 | 4.51% |
| Reliant Wealth Planning | 243,667 | $6,137,972 | 3.80% |