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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $153,000 | -56.5% | 5,820 | -58.7% | 0.02% | -71.0% |
| Q1 2020 | $352,000 | -2.5% | 14,090 | 0.0% | 0.06% | +21.6% |
| Q4 2019 | $361,000 | +16.5% | 14,090 | +16.5% | 0.05% | +6.2% |
| Q3 2019 | $310,000 | -6.9% | 12,090 | -7.6% | 0.05% | -9.4% |
| Q2 2019 | $333,000 | +7.8% | 13,090 | +6.0% | 0.05% | +6.0% |
| Q1 2019 | $309,000 | +9.6% | 12,350 | +5.8% | 0.05% | +2.0% |
| Q4 2018 | $282,000 | -28.2% | 11,670 | -27.9% | 0.05% | -9.3% |
| Q3 2018 | $393,000 | +1.0% | 16,192 | +1.0% | 0.05% | -3.6% |
| Q2 2018 | $389,000 | +28.0% | 16,026 | +29.2% | 0.06% | +24.4% |
| Q1 2018 | $304,000 | – | 12,407 | – | 0.04% | – |
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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% |