ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 206 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,002,768 | +3.9% | 354,998 | +3.6% | 0.01% | +9.1% |
| Q2 2023 | $8,666,621 | +15.2% | 342,690 | +14.7% | 0.01% | 0.0% |
| Q1 2023 | $7,523,689 | +21.1% | 298,678 | +20.4% | 0.01% | +22.2% |
| Q4 2022 | $6,210,421 | +42.0% | 248,120 | +41.5% | 0.01% | +12.5% |
| Q3 2022 | $4,375,000 | +119.2% | 175,366 | +120.4% | 0.01% | +166.7% |
| Q2 2022 | $1,996,000 | +1.2% | 79,575 | +2.0% | 0.00% | 0.0% |
| Q1 2022 | $1,972,000 | -15.0% | 77,992 | -13.7% | 0.00% | -25.0% |
| Q4 2021 | $2,319,000 | -2.1% | 90,327 | -0.8% | 0.00% | 0.0% |
| Q3 2021 | $2,368,000 | +1.5% | 91,082 | +1.8% | 0.00% | 0.0% |
| Q2 2021 | $2,333,000 | -0.8% | 89,485 | -0.5% | 0.00% | -20.0% |
| Q1 2021 | $2,351,000 | -8.1% | 89,923 | -7.6% | 0.01% | -16.7% |
| Q4 2020 | $2,558,000 | +22.7% | 97,362 | +22.5% | 0.01% | 0.0% |
| Q3 2020 | $2,085,000 | +25.0% | 79,482 | +25.0% | 0.01% | +20.0% |
| Q2 2020 | $1,668,000 | +7.5% | 63,605 | +2.4% | 0.01% | -16.7% |
| Q1 2020 | $1,552,000 | -9.3% | 62,095 | -7.3% | 0.01% | 0.0% |
| Q4 2019 | $1,712,000 | +17.7% | 66,978 | +18.0% | 0.01% | 0.0% |
| Q3 2019 | $1,454,000 | +31.2% | 56,782 | +30.2% | 0.01% | +50.0% |
| Q2 2019 | $1,108,000 | +48.7% | 43,604 | +46.4% | 0.00% | +33.3% |
| Q1 2019 | $745,000 | +52.7% | 29,794 | +47.7% | 0.00% | +50.0% |
| Q4 2018 | $488,000 | +43.5% | 20,177 | +44.2% | 0.00% | 0.0% |
| Q3 2018 | $340,000 | +86.8% | 13,995 | +86.8% | 0.00% | +100.0% |
| Q2 2018 | $182,000 | +35.8% | 7,490 | +36.7% | 0.00% | 0.0% |
| Q1 2018 | $134,000 | – | 5,479 | – | 0.00% | – |
Download | ||||||
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% |