ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 169 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,002 | -2.7% | 236,677 | -3.0% | 3.20% | +0.5% |
| Q2 2023 | $6,169 | -0.1% | 243,947 | -0.5% | 3.19% | -4.6% |
| Q1 2023 | $6,177 | +0.7% | 245,197 | 0.0% | 3.34% | -2.1% |
| Q4 2022 | $6,137 | -99.9% | 245,197 | -0.5% | 3.41% | +0.7% |
| Q3 2022 | $6,147,000 | -0.6% | 246,377 | 0.0% | 3.39% | +5.5% |
| Q2 2022 | $6,182,000 | -0.6% | 246,377 | +0.1% | 3.21% | +16.9% |
| Q1 2022 | $6,222,000 | -2.0% | 246,132 | -0.5% | 2.75% | +3.3% |
| Q4 2021 | $6,349,000 | +6.2% | 247,322 | +7.6% | 2.66% | -0.7% |
| Q3 2021 | $5,977,000 | +15.7% | 229,878 | +16.0% | 2.68% | +14.0% |
| Q2 2021 | $5,168,000 | +26.0% | 198,181 | +26.3% | 2.35% | +19.4% |
| Q1 2021 | $4,101,000 | +0.7% | 156,890 | +1.2% | 1.97% | -2.2% |
| Q4 2020 | $4,072,000 | +51.3% | 154,995 | +51.0% | 2.01% | +28.2% |
| Q3 2020 | $2,692,000 | +29.2% | 102,634 | +29.2% | 1.57% | +18.8% |
| Q2 2020 | $2,084,000 | +29.1% | 79,447 | +23.1% | 1.32% | +8.8% |
| Q1 2020 | $1,614,000 | +4.6% | 64,552 | +7.0% | 1.21% | +30.3% |
| Q4 2019 | $1,543,000 | +67.7% | 60,352 | +67.9% | 0.93% | +49.4% |
| Q3 2019 | $920,000 | +69.7% | 35,947 | +68.4% | 0.62% | +66.4% |
| Q2 2019 | $542,000 | – | 21,343 | – | 0.38% | – |
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% |