ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 215 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $266,194 | +0.5% | 10,635 | +0.0% | 0.11% | -3.5% |
| Q3 2022 | $265,000 | -0.4% | 10,631 | +0.0% | 0.12% | +10.6% |
| Q2 2022 | $266,000 | -3.6% | 10,629 | -2.7% | 0.10% | +22.4% |
| Q1 2022 | $276,000 | +1.5% | 10,926 | +2.8% | 0.08% | +1.2% |
| Q4 2021 | $272,000 | -1.4% | 10,625 | +0.0% | 0.08% | -11.6% |
| Q3 2021 | $276,000 | -22.9% | 10,621 | -22.6% | 0.10% | -26.9% |
| Q1 2021 | $358,000 | -0.6% | 13,716 | +0.0% | 0.13% | -11.0% |
| Q4 2020 | $360,000 | +3.4% | 13,715 | +3.1% | 0.15% | -5.8% |
| Q3 2020 | $348,000 | +44.4% | 13,301 | +44.5% | 0.16% | +30.3% |
| Q2 2020 | $241,000 | – | 9,208 | – | 0.12% | – |
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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% |