ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363,079 | +18.3% | 14,317 | +17.9% | 0.03% | +22.7% |
| Q2 2023 | $307,021 | -2.6% | 12,140 | -3.0% | 0.02% | -8.3% |
| Q1 2023 | $315,303 | +83757.2% | 12,517 | -16.6% | 0.02% | -17.2% |
| Q4 2022 | $376 | -99.9% | 15,013 | -27.9% | 0.03% | -32.6% |
| Q3 2022 | $520,000 | -10.3% | 20,826 | -9.9% | 0.04% | -4.4% |
| Q2 2022 | $580,000 | -10.6% | 23,103 | -10.1% | 0.04% | +2.3% |
| Q1 2022 | $649,000 | -6.6% | 25,687 | -5.1% | 0.04% | -2.2% |
| Q4 2021 | $695,000 | +15.1% | 27,080 | +16.6% | 0.04% | +7.1% |
| Q3 2021 | $604,000 | +50.2% | 23,215 | +50.5% | 0.04% | +50.0% |
| Q2 2021 | $402,000 | +29.3% | 15,429 | +29.6% | 0.03% | +21.7% |
| Q1 2021 | $311,000 | +28.5% | 11,903 | +28.8% | 0.02% | +21.1% |
| Q4 2020 | $242,000 | – | 9,243 | – | 0.02% | – |
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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% |