ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 219 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,612,972 | -2.6% | 63,603 | -2.9% | 0.02% | +7.1% |
| Q2 2023 | $1,656,293 | +82631.9% | 65,492 | -17.6% | 0.01% | -22.2% |
| Q1 2023 | $2,002 | +0.6% | 79,468 | -0.1% | 0.02% | 0.0% |
| Q4 2022 | $1,991 | -99.9% | 79,566 | -14.2% | 0.02% | -21.7% |
| Q3 2022 | $2,315,000 | -7.1% | 92,786 | -6.5% | 0.02% | -4.2% |
| Q2 2022 | $2,491,000 | +152.4% | 99,275 | +154.4% | 0.02% | +200.0% |
| Q1 2022 | $987,000 | +83.1% | 39,029 | +86.0% | 0.01% | +100.0% |
| Q4 2021 | $539,000 | -19.1% | 20,984 | -18.1% | 0.00% | -33.3% |
| Q3 2021 | $666,000 | +34.5% | 25,623 | +34.9% | 0.01% | +50.0% |
| Q2 2021 | $495,000 | +1.2% | 18,991 | +1.6% | 0.00% | 0.0% |
| Q1 2021 | $489,000 | +5.8% | 18,700 | +6.4% | 0.00% | 0.0% |
| Q4 2020 | $462,000 | -19.2% | 17,583 | -19.3% | 0.00% | -33.3% |
| Q3 2020 | $572,000 | +3.4% | 21,798 | +3.4% | 0.01% | 0.0% |
| Q2 2020 | $553,000 | +45.1% | 21,075 | +38.2% | 0.01% | +20.0% |
| Q1 2020 | $381,000 | – | 15,255 | – | 0.01% | – |
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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% |