ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 210 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,406 | -46.0% | 13,975 | -46.2% | 0.08% | -43.6% |
| Q2 2023 | $656,908 | -17.1% | 25,975 | -17.5% | 0.13% | -23.1% |
| Q1 2023 | $792,856 | +0.6% | 31,475 | 0.0% | 0.17% | -6.0% |
| Q4 2022 | $787,819 | -5.1% | 31,475 | -5.4% | 0.18% | -8.5% |
| Q3 2022 | $830,000 | -19.5% | 33,275 | -19.0% | 0.20% | -12.6% |
| Q2 2022 | $1,031,000 | -14.2% | 41,075 | -13.7% | 0.23% | +1.3% |
| Q1 2022 | $1,202,000 | +0.5% | 47,575 | +2.1% | 0.23% | +13.5% |
| Q4 2021 | $1,196,000 | -1.2% | 46,575 | 0.0% | 0.20% | -10.7% |
| Q3 2021 | $1,211,000 | +9.1% | 46,575 | +9.4% | 0.22% | +7.2% |
| Q2 2021 | $1,110,000 | +101.5% | 42,575 | +102.0% | 0.21% | +90.0% |
| Q1 2021 | $551,000 | – | 21,075 | – | 0.11% | – |
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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% |