ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 57 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,060,701 | +0.2% | 436,148 | -0.0% | 2.09% | +1.9% |
| Q2 2023 | $11,033,964 | +744.5% | 436,298 | +741.1% | 2.05% | +673.2% |
| Q1 2023 | $1,306,616 | +0.1% | 51,870 | -0.5% | 0.26% | -7.3% |
| Q4 2022 | $1,305,275 | +14.8% | 52,148 | +14.4% | 0.29% | +8.3% |
| Q3 2022 | $1,137,000 | -1.2% | 45,588 | -0.7% | 0.26% | +5.2% |
| Q2 2022 | $1,151,000 | -1.5% | 45,892 | -0.7% | 0.25% | +14.6% |
| Q1 2022 | $1,169,000 | -3.1% | 46,233 | -1.7% | 0.22% | 0.0% |
| Q4 2021 | $1,207,000 | -0.5% | 47,022 | +0.8% | 0.22% | -6.8% |
| Q3 2021 | $1,213,000 | +0.1% | 46,640 | +0.4% | 0.24% | +0.9% |
| Q2 2021 | $1,212,000 | -3.7% | 46,475 | -3.4% | 0.23% | -10.7% |
| Q1 2021 | $1,258,000 | -2.7% | 48,107 | -2.3% | 0.26% | -9.4% |
| Q4 2020 | $1,293,000 | +0.2% | 49,219 | 0.0% | 0.29% | -11.9% |
| Q3 2020 | $1,291,000 | -0.3% | 49,219 | -0.3% | 0.33% | -8.9% |
| Q2 2020 | $1,295,000 | +2.1% | 49,359 | -2.7% | 0.36% | -13.1% |
| Q1 2020 | $1,268,000 | -5.4% | 50,706 | -3.4% | 0.41% | +19.7% |
| Q4 2019 | $1,341,000 | -6.6% | 52,468 | -6.4% | 0.34% | -8.7% |
| Q3 2019 | $1,435,000 | +3.5% | 56,070 | +2.8% | 0.38% | +1.3% |
| Q2 2019 | $1,387,000 | +10.1% | 54,566 | +8.3% | 0.37% | +5.7% |
| Q1 2019 | $1,260,000 | +11.9% | 50,374 | +8.2% | 0.35% | -3.6% |
| Q4 2018 | $1,126,000 | +12.0% | 46,541 | +12.6% | 0.37% | +25.8% |
| Q3 2018 | $1,005,000 | +5.6% | 41,343 | +5.5% | 0.29% | +2.8% |
| Q2 2018 | $952,000 | +5.7% | 39,200 | +6.6% | 0.28% | 0.0% |
| Q1 2018 | $901,000 | +21.3% | 36,790 | +24.2% | 0.28% | +20.9% |
| Q4 2017 | $743,000 | +13.4% | 29,625 | +14.7% | 0.23% | +8.3% |
| Q3 2017 | $655,000 | +729.1% | 25,829 | +719.2% | 0.22% | +700.0% |
| Q2 2017 | $79,000 | – | 3,153 | – | 0.03% | – |
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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% |