ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,539 | +0.3% | 455 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $11,507 | +0.4% | 455 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $11,461 | +0.6% | 455 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $11,389 | +3.5% | 455 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $11,000 | 0.0% | 455 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $11,000 | -8.3% | 455 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $12,000 | 0.0% | 455 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $12,000 | 0.0% | 455 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 455 | 0.0% | 0.01% | +25.0% |
| Q2 2021 | $12,000 | 0.0% | 455 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | 0.0% | 455 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | 0.0% | 455 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | 0.0% | 455 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +9.1% | 455 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $11,000 | – | 455 | – | 0.01% | – |
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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% |